Portfolio Manager/Paraplanner

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Direct message the job poster from Mainsail Financial Group

AdvisorHub 2025 Financial Advisor to Watch Top 250 RIAs | As seen in Forbes, Business Insider, PSBJ | CEO/Founder at Mainsail Financial Group

Established, rapidly growing RIA fee-only firm in Bellevue, WA seeks a highly motivated portfolio manager/paraplanner who can conduct market research, manage and analyze portfolios, and develop personalized planning recommendations. We focus on being a guiding force for change in our industry and empowering our community to make educated financial decisions. Mainsail is a fast-growing firm established in 2019. As of 2025, we have grown over 10 times with a similar trajectory ahead.

We invest heavily in our team and provide a unique opportunity. Mainsail Financial Group offers a place to flourish, push yourself, grow, and make an impact. We strive every day to foster a firm of excellence and are looking for team members who possess the following qualities:

• An enthusiastic contributor who aims to make the most of each day
• Self-disciplined to consistently make an impact
• A collaborative , goal-oriented team member
• A strong desire to empower and educate team members on investment strategies
• Relentless in their pursuit of personal and professional growth

Given our path ahead, an ideal candidate would be someone that is excited for the opportunity to join an established firm with a bright future and the opportunity to grow together with no limits to your career development potential. As a result, we are looking for someone who can hit the ground running, is excited to jump in headfirst, and take on additional opportunities.

What we provide to our team members:

For the right person, Mainsail Financial Group offers a place to flourish, push yourself, grow, and make an impact. We have centralized a lot of the minutia to allow our team members to focus on utilizing their unique skillset in their role. Additionally, team members who are interested in pursuing professional growth have the opportunity and are encouraged to do so while at Mainsail. Some of our team members have completed certifications and graduate degrees. Our goal-driven organization also rewards team members who reach and exceed their goals.

The work you will be doing:

• Conducting market research
• Managing model portfolios for the firms clients alongside the leadership team
• Assisting the investment team in evaluating new investment strategies
• Portfolio rebalancing and trading
• Trading for client cash needs and incoming assets
• Analyzing prospective client portfolios and helping with recommendations for the advisory team
• Communicating with clients and the advisory team on investment strategies
• Gathering data, including goals, to analyze and evaluate financial status
• Developing personalized financial planning recommendations and/or alternatives
• Remain up to date on industry developments, service and product enhancements, regulatory issues, etc.

Qualifications:

• FINRA Series 65 required and/or CFP designation
• Excellent knowledge of and ability to communicate financial planning concepts and terminology
• Excellent knowledge of and ability to explain products, such as mutual funds, stocks, and bonds, as well as the ability to convey financial concepts and strategies
• Experience with multi-client portfolio management and trading
• CFA, CIMA, or equivalent analyst knowledge
• A commitment to conduct business with honesty and integrity
• Advanced degree/designations are a plus (e.g., MBA, CFP, CPA)

Benefits and Compensation:

• Paid time off
• Medical and dental insurance
• Health insurance

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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