Description
Join Gradient Investments: Help connect people to a confident financial future!
We’re looking for a detail-driven; independent-thinking Portfolio Manager to join our high-performing and dynamic team at Gradient Investments — an independent, SEC registered
investment advisor firm. If you thrive in fast-paced environments, love creating order out of complexity, and are excited to support financial advisors with unique investment strategies for their clients, this is the role for you.
What’s In It For You – Your Path to Success Starts Here
- Build and maintain high quality investment portfolio strategies– You'll manage and market
investment portfolios for top-tier Financial Service Professionals. - Master the power of connection – You’ll develop positive advisor relationships with ease and
always seek to build new connections —your future wins start with the relationships you create. - Use tools that work for you – With FactSet, Orion, Wall Street Research and Morningstar in
your corner, your research edge is always sharp, strategic, and effective. - Unlock your full potential – With a thorough understanding of Gradient’s companies and
services, you’ll become a go-to resource to Advisors across the country. - Stay agile, stay ahead – Be ready to jump in, pivot, and grow with new portfolio opportunities
as they come your way.
What You Bring to Win Big at Gradient
- Investments in your DNA – If you’ve got experience in portfolio management, you're already
ahead of the game. We value go-getters who know how to close. - You know investments – Your experience and knowledge will drive investment outcomes, use it
to your advantage. - You’re tech-savvy where it counts – You’re confident using Microsoft Office, Outlook, and our
internal systems like Home Office and HQ to stay on top of your game. - Relationships are your superpower – Whether you're just getting started or already a
relationship-builder, we’ll help you sharpen this skill and turn connections into conversions. - You connect naturally – Whether it’s a phone call, face-to-face, training groups, or national TV,
you know how to engage, build trust, and keep the conversation flowing. - 7 years of investment experience and a CFA is preferred
Why Join the Gradient Family of Companies?
At Gradient, we’re more than just about the work — we believe in building a culture of collaboration, commitment, and innovation. From food days and friendly competitions to
volunteering and social events, we make business fun and fulfilling.
We offer a full suite of benefits:
- Health, dental & vision insurance
- Paid time off (PTO) & Volunteer Time Off (VTO)
- Hybrid remote work options
- 401K & life insurance
- Flexible schedules & casual dress code
- Monthly social activities
- Professional development support
Ready for Takeoff?
Whether your flight begins at our Minnesota or Kansas office, we’re committed to your ascent to your career’s maximum altitude. We help our employees thrive in their chosen field while also encouraging them to explore other parts of our company and the industry. We’re committed to our crew members in a way that truly shows that at Gradient, the sky really is the limit.
Check out more about our team, culture, and opportunities here:
https://www.careers.gradientfinancialgroup.com/
