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Gradient Securities Jobs in Wisconsin (NOW HIRING)

Kabat Equity Group

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Administrative Assistant

Sheboygan, WI · On-site

$47K - $52K/yr

... security, and overall financial health. We are currently seeking a detail-oriented and organized ... Gradient new business * Track application process and new account set up * Complete all new ...

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Gradient Securities information

What is the difference between Gradient Securities vs Financial Advisor?

AspectGradient SecuritiesFinancial Advisor
CertificationsSeries 7, Series 63, Series 65/66 (depending on role)Series 7, Series 63, Series 65/66, CFP, CFA (optional)
Work EnvironmentFinancial firms, brokerage houses, investment firmsIndependent or firm-based, client-facing, financial planning
Employer & Industry UsageBrokerage firms, securities firmsFinancial planning firms, banks, independent practices

Gradient Securities typically refers to a brokerage or securities firm where professionals hold licenses like Series 7 and 63 to sell securities. Financial Advisors often have similar certifications but focus on comprehensive financial planning and client management. While both roles operate within the financial industry, Financial Advisors usually provide personalized financial planning services, whereas Gradient Securities professionals may focus more on securities transactions.

What are the typical responsibilities of a financial advisor at Gradient Securities, and how does the team structure support new advisors?

Financial advisors at Gradient Securities typically focus on building and managing client investment portfolios, offering financial planning guidance, and staying updated on market trends. New advisors often work closely with experienced colleagues and support staff, benefiting from mentorship and collaborative learning. The team-oriented environment encourages knowledge sharing and professional development, helping new hires quickly acclimate and grow their client base within the firm's supportive culture.

What are the key skills and qualifications needed to thrive as a Securities Trader, and why are they important?

To thrive as a Securities Trader, you need strong analytical abilities, a solid understanding of financial markets, and typically a bachelor’s degree in finance, economics, or a related field. Familiarity with trading platforms, financial modeling tools, and certifications such as FINRA Series 7 and 63 are important for executing trades and adhering to regulations. Excellent decision-making, stress management, and communication skills help traders excel in fast-paced, high-stakes environments. These skills and qualifications are essential for making informed trading decisions, managing risk, and maintaining compliance in the dynamic securities industry.

What are Gradient Securities?

Gradient Securities is a financial services firm that operates as a broker-dealer, providing investment and wealth management solutions to individuals and institutions. They offer a range of financial products such as stocks, bonds, mutual funds, annuities, and insurance. Registered with FINRA and the SEC, Gradient Securities supports independent financial advisors in helping clients achieve their financial goals. Their focus is on compliance, client service, and providing tools and resources for investment planning.
What are popular job titles related to Gradient Securities jobs in Wisconsin? For Gradient Securities jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Gradient Securities jobs in Wisconsin look for? The top searched job categories for Gradient Securities jobs in Wisconsin are:
Gradient Securities jobs near you
Infographic showing various Gradient Securities job openings in Wisconsin as of May 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Remote job distribution.

Administrative Assistant

Kabat Equity Group

Sheboygan, WI • On-site

$47K - $52K/yr

Full-time

Retirement, PTO

Posted 28 days ago

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Job description

Who We Are

Kabat Equity Group, Inc. is a family-owned financial services firm in Sheboygan, WI has served the surrounding communities as well as the greater Jacksonville, FL area since 1975. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health.


We are currently seeking a detail-oriented and organized full-time Administrative Assistant to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys taking on new challenges, organization, and growth potential.


What You Will Be Doing

  • Set and confirm calendar appointments
  • Greet consumers on the phone and in person with a warm and welcoming approach
  • Answer incoming calls and transfer all calls to the appropriate personnel
  • Light cleaning of office space
  • Order office supplies
  • Communicate with clients on behalf of financial advisors and firm
  • Track prospect-to-client process
  • Assist with coordination and execution of marketing campaigns and events
  • Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
  • Assemble meeting preparation documents pertaining to the client/prospect
  • Collect all vital information for all paperwork
  • Enter client information into the CRM system
  • Maintain and organize office files and documentation
  • Run reports
  • Assist in completing new account paperwork and annuity and life insurance applications
  • Process new business applications with detail and accuracy and submit to appropriate carriers
  • Obtain necessary documents and signatures from clients for carrier approval
  • Follow-up with insurance companies and Gradient new business
  • Track application process and new account set up
  • Complete all new licensing requirements
  • Perform other clerical duties such as filing, photocopying, collating, faxing etc.
  • All other duties as assigned


What We Are Looking For

  • Proficiency with Microsoft Office suite, including Excel (Required)
  • High school degree (Required)
  • Previous Administrative Experience (Preferred)
  • Previous experience in Customer Service (Preferred)
  • Associate or bachelor’s degree (Preferred)
  • Prior Experience Working in Financial Advisory Industry (Preferred)
  • Clear and professional communication (verbal and written)
  • Strong attention to detail
  • Ability to learn and adapt to changes


Our Investments in You

  • Pay: $47,000 - $52,000 DOE
  • PTO
  • Paid Holidays
  • 401(k) + Company Match
  • Career Growth and Professional Development Opportunities


Check Us Out!

  • Website: https://kabatequitygroup.com/index.html


If you’re ready to take the next step, apply today!

Company Description

David, Adam and Philip Kabat, managing members of Kabat Equity Group, and founders and principals of Kabat Advisory Group. The Kabat’s are a third generation family-owned and operated team since 1975 and offer a refreshing and much desired new approach from a family’s perspective, as they guide their clients and their families toward a financially secure and stress-free retirement.