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Private Wealth Portfolio Strategist

Company

Raymond James Financial, Inc.

Location

New York, NY

Posted

July 04, 2026

Position Overview

**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...

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