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Financial Case Manager CFP®
Gradient Financial Group
Application
Details
Posted: 13-May-26
Location: Arden Hills, Minnesota
Type: Full Time
Salary: $100-120k
Additional Information:
Hybrid/Remote is allowed.
Are you a CFP® professional with a strong background in financial planning and a consultative, sales-driven mindset? If you enjoy partnering with advisors, designing impactful strategies, and leveraging technology to enhance client outcomes, this could be a great fit within Gradient’s Case Central team.
Case Central works with Financial Services Professionals to offer comprehensive financial analysis, retirement planning reports, and product illustrations.
What You’ll Do
Integrate technical expertise with business strategy to support effective case development
Apply a sales-oriented mindset to clearly communicate and promote the value of Case Central solutions
Provide case design and redesign recommendations aligned with the progression of client engagements
Serve as a trusted resource for Financial Services Professionals on Case Central software, product offerings, and core financial planning concepts
Meet defined performance metrics by maintaining targeted workload distribution across report types
Partner with cross-functional leaders to ensure all Gradient employees understand the Case Central business model and how it supports Financial Service Professionals and internal stakeholders
Demonstrated sales acumen with the ability to influence and educate
Strong technical proficiency and ability to quickly learn new systems
Solid understanding of business and management principles, including strategic planning, resource allocation, and team coordination
Deep expertise in annuities, insurance, securities, and investment advisory solutions
Proven ability to assess performance and implement improvements
Experience in training, coaching, and facilitating learning
Excellent research, analytical, and problem-solving 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/
Gradient Financial Group is a growing financial services organization that supports independent financial professionals with insurance, investments, marketing, business solutions and more.
