Case Central, LLC Hiring for Financial Analyst Job at Arden Hills, MN Full Time

Gradient Financial Group, LLC is a leading nationwide financial services company consisting of eleven entities. We are seeking a motivated Financial Case Design Specialist to join our Case Central team. Case Central, LLC is a company of certified financial planners that work with Financial Service Professionals to offer comprehensive analysis, product illustrations and financial reports.

Gradient Financial Group Core Values

• Show Up Ready to Play

• We show up on time, focused and prepared to do our best work.

• No Shortcuts

• We consistently look for a new and better way. We do the right thing the right way.

• Take it to Done

• Excellence is expected. We take action and find a way to move things forward.

• Win the Day

• Attitude is everything. We care about what we do and how we do it.

• Celebrate Success

• We’re in this together. We take the time to celebrate our accomplishments.

• Build Relationships

• Community is key. We support each other, give back, and leave plenty of room for fun.

Specific responsibilities for Financial Case Design Specialist include but are not limited to:

• Gather, analyze and summarize financial information provided by agent/advisor
• Create financial planning reports and run product illustrations as instructed
• Work to become a resource for our agents/advisors regarding our software, our products, and key financial planning concepts
• Analyze investments using various software tools, including Morningstar and our internal software
• Provide case design (and redesign) based on the progression of case/appointment process
• Manage communication among parties involved, including Case Central team members, Gradient team members and the agent/advisor
• Upon reviewing the case, aid the sales process by identifying case design opportunities including: additional reports that may add value, strategies the FSP could implement, potential product categories that could benefit the consumer
• Identify case design opportunities to provide referrals to Gradient companies
• All other duties as assigned

Financial Case Design Specialist Qualifications and Skills:

• Business or financial services related degree or equivalent job experience (preferred but not required)
• Knowledge of annuities, insurance, securities, and investment advisory products and services (preferred but not required)
• Knowledge of key financial planning topics (preferred but not required)

• Basic knowledge of annuities, insurance, securities, and investment advisory products and services (preferred but not required)
• Basic knowledge of key financial planning topics (preferred but not required)
• Basic knowledge of office procedures and of spelling, grammar, punctuation, and arithmetic
• Proficient knowledge of the English language
• Basic skill in talking to others to convey information effectively
• Proficient skill in completing assignments accurately and with attention to detail
• Proficient organizational skills

• Ability to quickly learn the industry
• Ability to quickly learn about the financial planning topics
• Ability to enter data with precision
• Ability to work in a fast-paced environment and meet deadlines
• Ability to provide a high level of professionalism with internal and external clients via face-to-face, phone and e-mail
• Ability to work under pressure and meet close deadlines
• Ability to process and handle confidential information with discretion
• Ability to communicate effectively in writing as appropriate for the needs of the audience

At Gradient, we strive to offer a comprehensive benefits package that helps you and your family maintain health and well-being both physically and financially. Join our team for our competitive compensation and benefit plans but stay for our culture which includes a game room complete with ping pong, shuffleboard, Foosball, Golden-Tee, and Pac-Man … just to name a few.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Arden Hills, MN 55126: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location