Gradient Advisors, LLC
Investment Advisory Sales Professional
Gradient Advisors, LLC, Arden Hills, Minnesota, United States
We are seeking experienced sales professionals who are ready to advance their careers in the investment advisory industry. This role is ideal for individuals who want to make a meaningful impact, work in a collaborative and energetic environment, and earn a competitive base salary with performance-based compensation. In this role, you will recruit and consult with Independent Advisory Representatives (IARs) who utilize Gradient Advisors, LLC as the platform to deliver investment portfolios and financial plans to their clients as part of a comprehensive retirement and wealth-planning strategy. You will serve as a trusted business partner, guiding these IARs through the affiliation process and providing continuous support thereafter in supporting their firm growth. We emphasize a consultative, collaborative, and advisor-first relationship approach centered on investment management strategies, advisory office support, and lightning speed compliance service designed to help their clients achieve long-term financial confidence.
Responsibilities
Build and maintain strong relationships with IAR professionals
Consult with IARs to support the growth of their firm and recommend best practices
Be an extension of their team when aligning goals and sales priorities
Present the value of affiliating with Gradient Advisors, including access to investment platforms, compliance service, best practices support, and mentorship
Provide strategic guidance on business development, portfolio allocations, case design, and advisory solutions
Develop a rewarding career with strong income potential and the opportunity to positively impact both IAR and clients financial futures
Qualifications
Active advisory licensure in one or more of the following: Series 65, 7/66, CFP
Minimum of one year of sales experience in investments, advisory services, or securities
Ability to work in-office four days per week with one remote workday
Excellent communication and relationship-building skills
Passion for investment-based solutions and helping advisors deliver value to their clients
Benefits
Competitive base salary plus variable compensation
9 paid holidays
Medical, dental, vision and life insurance
4 weeks of paid time off (PTO) annually
8 hours of paid volunteer time off (VTO)
401(k) plan
Professional development and ongoing training
#J-18808-Ljbffr
Responsibilities
Build and maintain strong relationships with IAR professionals
Consult with IARs to support the growth of their firm and recommend best practices
Be an extension of their team when aligning goals and sales priorities
Present the value of affiliating with Gradient Advisors, including access to investment platforms, compliance service, best practices support, and mentorship
Provide strategic guidance on business development, portfolio allocations, case design, and advisory solutions
Develop a rewarding career with strong income potential and the opportunity to positively impact both IAR and clients financial futures
Qualifications
Active advisory licensure in one or more of the following: Series 65, 7/66, CFP
Minimum of one year of sales experience in investments, advisory services, or securities
Ability to work in-office four days per week with one remote workday
Excellent communication and relationship-building skills
Passion for investment-based solutions and helping advisors deliver value to their clients
Benefits
Competitive base salary plus variable compensation
9 paid holidays
Medical, dental, vision and life insurance
4 weeks of paid time off (PTO) annually
8 hours of paid volunteer time off (VTO)
401(k) plan
Professional development and ongoing training
#J-18808-Ljbffr