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Tax Accountant - CPA

Arden Hills, MN ยท On-site

$75K - $149K/yr

Provide support to our Financial Services Professionals by being a tax resource for their questions ... Vision insurance Why You'll Love Working Here At Gradient, we set high expectations, but we back ...

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Gradient Financial information

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$24.5K

$84.6K

$173K

How much do gradient financial jobs pay per year?

As of Jul 14, 2026, the average yearly pay for gradient financial in the United States is $84,610.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,500.00 and $101,500.00 per year, depending on experience, location, and employer.

What is Gradient Financial?

Gradient Financial is a company that specializes in providing financial services and products, often focusing on insurance, retirement planning, and wealth management solutions. They work with individuals and businesses to develop strategies for financial security and long-term growth. Gradient Financial typically partners with independent financial advisors to offer customized solutions tailored to clients' unique needs. Their services may include life insurance, annuities, and investment advisory, among others.

What is the difference between Gradient Financial vs Financial Analyst?

AspectGradient FinancialFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related field; CFA certification often preferred
Work EnvironmentFinancial firms, investment companies, or corporate finance departmentsBanking institutions, investment firms, corporate finance teams
Employer & Industry UsageUsed by financial services firms, investment companies, and corporate finance departmentsCommonly employed in banking, investment analysis, and corporate finance roles

Gradient Financial and Financial Analyst roles share similar educational backgrounds and work environments, often overlapping in financial services and investment sectors. While Gradient Financial may refer to a specific company or platform, the term 'Financial Analyst' is a widely recognized job title across the industry. Both roles require relevant finance credentials and involve analyzing financial data to support decision-making.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Gradient Financial, and why are they important?

To thrive as a Financial Advisor at Gradient Financial, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications such as CFP or Series 7 is highly beneficial. Outstanding interpersonal skills, active listening, and trustworthiness set top performers apart when building client relationships. These skills and qualifications are crucial for providing sound advice, maintaining compliance, and fostering long-term client trust.

What are some common challenges faced by financial advisors at Gradient Financial and how can they overcome them?

Financial advisors at Gradient Financial often encounter challenges such as building a strong client base, staying up-to-date with evolving financial regulations, and balancing personalized service with achieving sales targets. Overcoming these hurdles involves proactive networking, continuous professional development, and leveraging the firm's training and technology resources. Advisors typically receive support through mentorship programs and collaboration with experienced team members, helping them build confidence and refine their strategies for client acquisition and retention.
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What states have the most Gradient Financial jobs? States with the most job openings for Gradient Financial jobs include:
President of Gradient Annuity Brokerage

President of Gradient Annuity Brokerage

Gradient Financial Group

Topeka, KS โ€ข Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post hasย expired today.ย Applications are no longer accepted.


Job description

Are you a resultsโ€‘driven sales executive with a passion for leadership, driving strategic growth, and innovation? Do you thrive on developing business strategy, strengthening partnerships, and turning opportunities into measurable success? If you're looking for an opportunity to lead a sales organization, establish the companyโ€™s strategic direction, and drive meaningful business outcomes, expanding market presence, this could be the perfect next step in your career.

Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Annuity Brokerage which offers fixed annuity solutions. For more than two decades, our sales team has built a reputation of success, backed by over 300 years of combined industry experience. We are seeking a President of Gradient Annuity Brokerage to lead our annuity sales organization.

What Youโ€™ll Do
  • Develop and execute the longโ€‘term vision and strategic direction for Gradient Annuity Brokerage.
  • Drive sales growth by identifying new business opportunities, developing strategic initiatives, and implementing scalable programs that increase production across the organization.
  • Partner with sales leaders and marketers to create impactful training programs, webinars, and educational resources that strengthen product knowledge, sales effectiveness, and professional development.
  • Build and maintain strong relationships with insurance carrier partners, serving as a key liaison and advocate to foster collaboration and support business objectives.
  • Lead, inspire, and motivate the sales team by cultivating a highโ€‘performance culture centered on accountability, engagement, and positive energy.
  • Oversee the full sales lifecycle, including lead generation strategies, pipeline management, forecasting, and dealโ€‘closing execution.
  • Continuously evaluate market conditions, industry trends, and sales performance metrics to identify opportunities for innovation, process improvement, and growth.
  • Play a critical role in agent recruitment, retention, engagement, and longโ€‘term relationship management.
  • Resolve escalated producer and carrier issues by providing leadership, guidance, and effective solutions that protect relationships and support business continuity.
  • Perform additional duties and responsibilities as assigned.
What You Bring
  • 10+ years of annuity experience โ€“ Preferred
  • 5+ years of sales experience โ€“ Required
  • 5+ years of leadership experience โ€“ Required
  • Demonstrated success leading highโ€‘performing sales teams and consistently achieving or exceeding revenue and growth objectives.
  • Deep understanding of the full sales process, including prospecting, lead generation, pipeline management, forecasting, negotiation, and closing strategies.
  • Proven ability to develop and execute sales strategies that drive business growth and improve team performance.
  • Exceptional leadership, coaching, and mentoring skills with a passion for developing talent and fostering a culture of accountability and excellence.
  • Strategic mindset with the ability to analyze data, identify trends, and make informed business decisions.
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)
  • Ongoing professional development and training
  • A collaborative team that values expertise, initiative, and growth
Why Youโ€™ll Love Working Here

At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If youโ€™re positive, driven, and enjoy working alongside motivated teammates, youโ€™ll feel right at home.

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