Private Wealth Portfolio Strategist
$62,353–$130,000 year
On-site · New York City, New York, United States or St. Petersburg, Florida, United States
Job Summary
Private Wealth Portfolio Strategist responsible for collaborating with financial advisors to develop fixed income strategies for high net worth clients, constructing custom portfolios of individual bonds (municipal and corporate), and delivering market commentary and analysis. Role involves educating advisors on fixed income benefits, presenting to clients, and recruiting/prospecting financial advisor candidates. You will work on a trading desk supporting portfolio implementation, utilize Bloomberg and fixed income tools, and communicate complex topics clearly. Strong knowledge of municipal and corporate bonds, credit and market risk, duration, and tax efficiency, with a focus on staying current with market trends and delivering monthly Municipal Bond Investor Weekly commentary to advisors. Requires ability to manage multiple client projects, build relationships with advisors, and travel 15% of the time to conduct in-person meetings and recruitment activities.
Required Qualifications
- Bachelor’s Degree or equivalent in related discipline
- FINRA Series 7
- Securities Industry Essentials Exam (SIE)
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