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Gradient Financial Jobs in Shoreview, MN (NOW HIRING)

Gradient Financial Group

Be Seen First

Staff and Payroll Accountant

Arden Hills, MN · On-site

$60K - $70K/yr

Gradient Financial Group is a leading financial services company that includes twelve unique entities doing business throughout the country. What You'll Do: * Prepare timely and complete financial ...

Gradient Financial Group

Enrolled Agent

Arden Hills, MN · Remote

$50K - $65K/yr

Gradient Financial Group is a financial services organization with twelve specialized entities, including Tax Central, which provides tax planning, preparation, and advisory support to Financial ...

Luson Media, LLC

Creative Project Manager

Arden Hills, MN · On-site

$50K - $65K/yr

Gradient Financial Group is a financial services organization with twelve specialized entities, including Luson Media which is a full-service branding, marketing, and public relations agency built ...

Luson Media, LLC

Podcast CoHost

Arden Hills, MN

$50K - $60K/yr

Gradient Financial Group is a financial services organization with twelve specialized entities, including Luson Media which is a full-service branding, marketing, and public relations agency built ...

Luson Media, LLC

Digital Designer

Arden Hills, MN · On-site +1

$50K - $60K/yr

About Luson Media Luson Media is the in-house branding, marketing, and public relations agency supporting independent financial professionals nationwide, as well as the Gradient Financial Group ...

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Gradient Financial information

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?

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.
What cities near Shoreview, MN are hiring for Gradient Financial jobs? Cities near Shoreview, MN with the most Gradient Financial job openings:
Gradient Financial jobs near you
Infographic showing various Gradient Financial job openings in Shoreview, MN as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Sales Representative

Gradient Insurance Brokerage, LLC

Arden Hills, MN

$50K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

Are you passionate about sales and enjoy building strong client relationships? We're looking for a motivated, results-driven professional to identify opportunities, connect with prospective clients, and help grow our business. If you thrive in a fast-paced environment, enjoy exceeding goals, and are committed to delivering an exceptional customer experience, we'd love to hear from you.
Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Life Brokerage, which provides life insurance solutions to Financial Services Professionals. We offer access to 24+ carriers to ensure we meet every client’s needs.
What You’ll Do
  • Meet monthly activity goals, including phone dial time and outbound call requirements.
  • Prospect and build relationships with potential candidates and clients through phone outreach
  • Follow up with prospects in a timely manner and maintain consistent communication throughout the sales process.
  • Maintain accurate records of prospect interactions and sales activities in CRM systems.
  • Register Financial Services Professionals for training events.
  • Collaborate with internal teams to ensure a seamless client and candidate experience.
  • Attend required training events and participate in ongoing professional development.
  • Consistently work toward achieving individual and team sales goals.
  • Provide exceptional customer service by responding to inquiries and resolving issues promptly.
  • All other duties as assigned.

What you Bring
  • High School Diploma or GED – Required
  • Previous customer service experience – Preferred
  • Previous financial services industry experience – Preferred
  • Basic knowledge of annuities, insurance, securities, and investment advisory products and services - Preferred
  • Grit and a coachable attitude
  • Proficient organizational skills
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/

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