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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: less, zoom
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in FL - Saint Petersburg - 880 Carillon Pkwy. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
lesszoom
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