The Gradient Financial Group is a leading financial services company that includes eleven unique entities doing business throughout the country. We’re seeking an energetic crew member for the Financial Case Design Specialist position with Case Central. Case Central is a company of certified financial planners that work with Financial Service Professionals (FSPs) to offer comprehensive financial analysis, retirement planning reports, and product illustrations.Before applying for this role, please read the following information about this opportunity found below.It’s time to take your career to a higher altitude with the Gradient Financial Group. Visit to learn more about our values, leadership team, career paths, benefits and more!Here at Gradient, we take our work and our culture seriously. We frequently come together for food days, friendly competitions, volunteering, and other special events. We also prioritize openness and transparency so that you’re always informed when significant decisions and changes are made.When it comes to choosing your next destination, you may be wondering what to expect. We provide:Health insuranceDental insuranceVision insurancePaid time off (PTO)Volunteer time off (VTO)Hybrid remote work options401KLife InsuranceFlexible schedulesMonthly Social ActivitiesCasual dress codeProfessional developmentNow, you’re probably wondering a little more about what we are looking for, so here it is:High School Diploma or GED – RequiredPrevious customer service experience – PreferredPrevious financial services industry experience – PreferredBasic skill in talking to others to convey information effectivelyProficient skill in completing assignments accurately and with attention to detailAbility to quickly learn about financial planning topicsAbility to work in a fast-paced environment and meet deadlinesAbility to process and handle confidential information with discretionWant some more specifics? Here’s what you’ll be doing:Gather, analyze, and summarize financial information provided by agent/advisorCreate financial planning reports and run products illustrations as instructedWork to become a resource for our agents/advisors regarding our software, our products, and key financial planning conceptsAnalyze investments using various software tools, including Morningstar and our internal softwareProvide case redesign based on progression of case/appointment processManage communication among parties involved, including Case Central team members, Gradient team members and the agent/advisorMeet required measurable, by maintaining equivalent percentage of workload by report typeUpon 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 consumerIdentify case design opportunities to provide referrals to Gradient companiesAll other duties as assignedWhether you take flight at our Minnesota or Kansas office, Gradient is committed to helping you reach your career’s maximum altitude. We’re proud of our track record of helping our employees reach their potential in their chosen field while also helping them explore other parts of our company and industry. We’re committed to our people in a way that truly shows that at Gradient, the sky really is the limit.