Private Wealth Portfolio Strategist

FL - Saint Petersburg - 880 Carillon Pkwyonsite$36K$130K

Posted 1w ago · via Workday

About this role

Job Description Summary We are fixed income experts. Raymond James financial advisors come to our private wealth team for advice and solutions for their top clients. We provide customized solutions using individual bonds (primarily municipal, but also taxable) --- not packaged products/SMAs. We use our trading platforms and relationships with Raymond James retail traders to select individual bonds as part of a customized fixed income portfolio allocation. We understand the credit risks of municipal and corporate issuers, and we identify where value exists in the market. We simplify complex topics, e.g. duration, credit and reinvestment risk, in easy to understand terms that financial advisors and clients can understand.…

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1

Skills match

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2

Level fit

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3

Domain experience

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4

Recency

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5

Location fit

This role is based in FL - Saint Petersburg - 880 Carillon Pkwy. We weight your proximity and willingness to relocate.

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