Portfolio Manager (Full Time)

Position Description

Position: Portfolio Manager

Status: Full time (40 hours per week)

Approximate start date: March 2025

Location: In office 5 days per week (M-F) to start. Upon completion of introductory Training (one month minimum), 1 day per week in office required and 4 days at home.

Company Description

Northern Capital Management, and its affiliate Northern Capital Retirement Services, are independent, fee-based investment management firms. While some RIA firms focus on numbers, we focus on the people who make the numbers happen, and the clients we serve. We are looking for a talented and motivated individual who wants to learn, grow, and be part of an exciting, forward-looking organization. We are well established and known for our openness to new ideas and approaches. We actively encourage our employees to suggest ways to improve our service delivery and operations—and make our family-oriented firm an even better place to work.

Duties and Responsibilities

Portfolio Managers can expect to focus their work in the following areas:

Portfolio reviews and rebalances

Buy and sell securities as needed

Provide advice to clients and communicate with clients as needed

Collaborate as a member of the Investment Committee

Qualifications and Skills Required

Degree from an accredited college or university

Series 65 securities license is required for the position. If candidate does not have license, must be willing to obtain before employment commences.

Proficiency in Windows based software

Strong analytical and financial skills, detail-oriented with a high degree of accuracy

Excellent communication and organizational skills

A client first attitude

Able to multitask and prioritize a variety of activities

Team player, collaborative, able to work with and through others but also able to work independently

Desire/ability to work successfully in a small company environment

Prior job experience working in the finance industry desired, but not a requirement for the position

Aptitude and flexibility to grow into additional responsibilities as needed is a must!

Salary and Benefits

Competitive salary based on industry standards, from $55,000 to $70,000 depending on experience

Medical, dental, vision, long-term disability, and participation in our SIMPLE IRA retirement plan

Paid Time Off based on tenure, 13 observed holiday days off, and “flex” time available when needed

Financial support upon employer approval for professional accreditation/continuing education and other education/training opportunities

How to Apply

Qualified individuals should send a cover letter and resume to Molly Chase via one of the following methods: Email to invest@northernwelcome.com, fax to (509) 456-2550, or mail to our address at 2700 S. Southeast Blvd., Suite 205, Spokane, WA 99223.

Equal Opportunity Employer