Operations Associate

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Gradient Financial Group is a leading financial services company that includes twelve unique entities doing business throughout the country. We’re seeking an energetic crew member for the Operations Associate with Gradient Securities, a FINRA registered broker/dealer doing business as Gradient Wealth Management, an SEC‑registered investment advisory firm.

$45,000.00/yr - $55,000.00/yr

When charting your next route, you may be wondering what to expect. If you take flight with Gradient Securities, we provide:

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off (PTO)
• Volunteer time off (VTO)
• Hybrid remote work options
• 401K
• Life Insurance
• Flexible schedules
• Monthly Social Activities
• Casual dress code
• Professional development

Now, you’re probably wondering a little more about what we are looking for, so here it is:

• High School Diploma or GED – Required
• Bachelor’s Degree – Preferred
• Experience in Broker Dealer or Advisory Services new business or operations – Preferred
• Basic knowledge of basic computer programs
• Basic knowledge of the English Language structure and it’s spelling, grammar, punctuation
• Basic knowledge of office procedures and arithmetic
• Basic knowledge of the financial services industry
• Basic skill in completing assignments accurately and with attention to detail
• Basic skill in talking to others to convey information effectively
• Basic skill in using Microsoft Excel
• Competent skill in data entry with minimal errors
• Competent skill in managing one’s own time
• Basic ability to consider multiple perspectives, including, but not limited to, those of Financial Service Professionals and other Gradient Companies
• Ability to work under pressure and meet close deadlines
• Ability to analyze, organize and prioritize work while meeting multiple deadlines

Want some more specifics? If you join the Gradient Securities crew, here’s what you’ll be doing:

• Orion account reconciliation project
• Assist in general administrative support of the Operations and Compliance teams
  • Data entry
  • Digital filing
  • Record review and reconciliation
  • Mail sorting
• All other duties as assigned

Entry level

Full‑time

Management and Manufacturing