Mainsail Financial Group
Overview
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 excited for the opportunity to join an established firm with a bright future and the opportunity to grow together with no limits to career development potential. 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. Team members who are interested in pursuing professional growth have the opportunity and are encouraged to do so while at Mainsail. Some 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 firm’s 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
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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 excited for the opportunity to join an established firm with a bright future and the opportunity to grow together with no limits to career development potential. 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. Team members who are interested in pursuing professional growth have the opportunity and are encouraged to do so while at Mainsail. Some 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 firm’s 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
#J-18808-Ljbffr