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Private Wealth Portfolio Strategist
Raymond James Financial, Inc.
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Saint Petersburg, United States
Location
Saint Petersburg
Posted
June 24, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
**Essential Duties and Responsibilities**
β’ Collaborate with financial advisors to develop fixed income strategies for their high net worth and ultra high net worth clients and prospects
β’ Construct custom built portfolios of individual bonds across a range of product types (municipal bonds, corporate bonds, Treasuries, etc.)
β’ Serve as a fixed income market expert and resource, providing timely market commentary and analysis to financial advisors.
β’ Build and maintain relationships with financial advisors to assist in maintaining and growing their high net worth client-base
β’ Educate financial advisors on the benefits of fixed income
β’ Participate in developing strategy and communication resources, as well as financial advisor recruiting and public speaking activities.
β’ Build a relationship with all trading operations in supporting the creation and implementation of portfolios
**Knowledge of**
β’ Wealth m...
β’ Collaborate with financial advisors to develop fixed income strategies for their high net worth and ultra high net worth clients and prospects
β’ Construct custom built portfolios of individual bonds across a range of product types (municipal bonds, corporate bonds, Treasuries, etc.)
β’ Serve as a fixed income market expert and resource, providing timely market commentary and analysis to financial advisors.
β’ Build and maintain relationships with financial advisors to assist in maintaining and growing their high net worth client-base
β’ Educate financial advisors on the benefits of fixed income
β’ Participate in developing strategy and communication resources, as well as financial advisor recruiting and public speaking activities.
β’ Build a relationship with all trading operations in supporting the creation and implementation of portfolios
**Knowledge of**
β’ Wealth m...