Investment Advisory Sales Representative

Investment Advisory Sales Representative Arden Hills, MN Job Details $50,000 - $150,000 a year 12 hours ago Benefits Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance Volunteer time off Life insurance Qualifications Investment Finance advising Financial sales Customer relationship building CFP Series 66 Mid-level Series 7 Business development Recruiting Business development within finance 1 year Series 65 Communication skills Financial retirement planning Full Job Description Do you love the financial services industry but are sick of the "sink or swim" agent life? Are you at a big corporate company and are looking for something faster paced and exciting? 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. What You'll Do Recruit and consult with Independent Advisory Representatives (IARs) who utilize Gradient Investments, LLC as the platform to deliver investment portfolios and financial plans to their clients as part of a comprehensive retirement and wealth-planning strategy. 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 Investments, 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 the IAR and clients' financial futures Serve as a trusted business partner, guiding these IARs through the affiliation process and providing continuous support thereafter in supporting their firm growth. What you Bring Active advisory licensure in one or more of the following: Series 65, 7/66, CFP - Required Minimum of one year of sales experience in investments, advisory services, or securities - Preferred Excellent communication and relationship-building skills Passion for investment-based solutions and helping Financial Services Professionals deliver value to their clients Our Benefits Competitive compensation and comprehensive benefits 4 weeks of accrued PTO, plus 9 paid holidays Medical, dental, vision, life insurance, and 401(k) 8 hours of paid volunteer time off (VTO) Ability to work in-office four days per week with one remote workday Ongoing professional development and training A collaborative team that values expertise, initiative, and growth Why You'll Love Working Here At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you're positive, driven, and enjoy working alongside motivated teammates, you'll feel right at home. Check out more amazing opportunities here: https://www.careers.gradientfinancialgroup.com/