Financial Case Manager CFP

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 Promote and implement technology enhancements What you Bring Series 65 or 7/66 licenses preferred 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 solutionsProven ability to assess performance and implement improvements Experience in training, coaching, and facilitating learning Excellent research, analytical, and problem‑solving skills 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. #J-18808-Ljbffr