Description

Are you an experienced investment professional who excels at building high-quality portfolio strategies and trusted advisor relationships? Do you enjoy leveraging robust research tools to deliver thoughtful, market-driven solutions while serving as a strategic resource to financial professionals? As an investment portfolio manager at Gradient, you don’t just follow the markets, you bring a clear point of view. Here, you’ll put that perspective into action by generating investment ideas, making active buy/sell decisions, managing portfolios, and serving as a trusted resource for the financial advisors who rely on us every day.
 
Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Investments, an independent, SEC registered investment advisor firm.

What You’ll Do
Actively manage multiple portfolio strategies, making real-time stock and ETF buy/sell decisions grounded in fundamental research
Generate investment ideas using robust research tools and translate them into actionable portfolio recommendations
Serve as a strategic resource for financial advisors, fielding questions on positioning, products, and market themes.
Appear on national financial news networks (CNBC, Bloomberg, Schwab Network, etc.)
Build lasting relationships with financial advisors and colleagues who depend on your expertise
Operate with urgency in a fast-moving market environment, making well-reasoned decisions quickly and confidently
Collaborate daily with a driven institutional quality investment team, sharing ideas, and raising the bar together
Gradient Investments fosters a culture of growth, where team members continuously take on greater responsibility as the firm expands its investment capabilities and broadens its advisor network.

What you Bring
Bachelor’s Degree – Required
Master’s Degree – Preferred
CFA – preferred
7+ Years of Investment Management Experience – Required
Public Company Analysis/Modeling/Valuation Experience – Required
Prior Stock Selection and or ETF Allocation Experience – Required
Proficient knowledge of security/asset selection and investment allocation
Proficient knowledge of a variety of investments including stocks, bonds, ETFs and alternative assets
 
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
Work inside a vertically integrated financial services organization with twelve specialized entities where your investment decisions have real reach
A collaborative culture that holds high expectations and backs them with genuine support and growth opportunities
Direct impact: your ideas shape the portfolios that advisors bring to their clients every day
 
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/