Investment Advisory Sales Professional

We are seeking experienced sales professionals who are ready to advance their careers in the investment advisory industry. This role is ideal for individuals who want to make a meaningful impact, work in a collaborative and energetic environment, and earn a competitive base salary with performance-based compensation. In this role, you will recruit and consult with Independent Advisory Representatives (IARs) who utilize Gradient Advisors, LLC as the platform to deliver investment portfolios and financial plans to their clients as part of a comprehensive retirement and wealth-planning strategy.

You will serve as a trusted business partner, guiding these IARs through the affiliation process and providing continuous support thereafter in supporting their firm growth. We emphasize a consultative, collaborative, and advisor-first relationship approach centered on investment management strategies, advisory office support, and lightning speed compliance service designed to help their clients achieve long-term financial confidence.
Responsibilities

• Build and maintain strong relationships with IAR professionals
• Consult with IARs to support the growth of their firm and recommend best practices
• Be an extension of their team when aligning goals and sales priorities
• Present the value of affiliating with Gradient Advisors, including access to investment platforms, compliance service, best practices support, and mentorship
• Provide strategic guidance on business development, portfolio allocations, case design, and advisory solutions
• Develop a rewarding career with strong income potential and the opportunity to positively impact both IAR and clients financial futures

Qualifications

• Active advisory licensure in one or more of the following:
  Series 65, 7/66, CFP
• Minimum of one year of sales experience in investments, advisory services, or securities
• Ability to work in-office four days per week with one remote workday
• Excellent communication and relationship-building skills
• Passion for investment-based solutions and helping advisors deliver value to their clients

Benefits

• Competitive base salary plus variable compensation
• 9 paid holidays
• Medical, dental, vision and life insurance
• 4 weeks of paid time off (PTO) annually
• 8 hours of paid volunteer time off (VTO)
• 401(k) plan
• Professional development and ongoing training

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