Top 18 Investment strategist Jobs in Florida

Fixed Income Private Wealth Portfolio Strategist
Raymond James Financial, Inc. —Saint Petersburg, FL
- $35,568 - $130,000 a year
- Full-time
- Public speaking
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Fixed Income Strategist
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Email Marketing Automation Strategist
Fisher Investments —Tampa, FL
- Full-time
- Hybrid work
- Mid-level
- Office
- Continuous improvement
- Paid holidays
- Health insurance
Associate, Wealth Strategist
Northern Trust Corp. —Jacksonville, FL
- Full-time
- Research
- Office
- US work authorization
- On-the-job training
Senior Wealth Strategist
Northern Trust Corp. —Jacksonville, FL
- $130,530 - $228,380 a year
- Full-time
- Business development
- Analysis skills
- US work authorization
- Health insurance
- Dental insurance
Principal Strategist, Digital Strategy & Market Intelligence
Engage fi —Orlando, FL
- $129,000 - $175,000 a year
- Full-time
- Remote
- Public speaking
- Finance
- Ability to lift 50 pounds
- Health savings account
- Paid holidays
Sr. Financial Planning Strategist
Osaic —Florida
- $140,000 - $160,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health insurance
- Dental insurance
4d
Wealth Strategist
Northern Trust Corp. —Fort Lauderdale, FL
- Full-time
- Business development
- Analysis skills
- US work authorization
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
JPMorganChase —Palm Beach Gardens, FL
- $195,000 - $285,000 a year
- Full-time
- 7 years
- CPA
- Bachelor's degree
- Health insurance
- Tuition reimbursement
3d
Wealth Strategist
NewEdge Capital Group LLC —Miami, FL
- Full-time
- CPA
- Analysis skills
- Project management
Quick Apply
6d
Creative Strategist
Industry FInTech —Miami, FL
- Email
- Mid-level
- Health insurance
- Paid time off
Quick Apply
23h
Sr. Wealth Strategist
Oxford Financial GRP —Palm Beach, FL
- Full-time
- CPA
- Office
- Analysis skills
Quick Apply
Managing Director & Senior Wealth Strategist
Oxford Financial Group, Ltd. —Palm Beach, FL
- Full-time
- CPA
- Office
- Analysis skills
Quick Apply

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Sr. Financial Planning Strategist
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Serve as a mentor to colleagues to develop their financial planning skills. Applicants for employment in the US must have valid work authorization that does not…
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Fixed Income Private Wealth Portfolio Strategist

Raymond James Financial, Inc. -
Saint Petersburg, FL

Apply Now

Job Details

Full-time
$35,568 - $130,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Trade execution in financial markets
Customer relationship building
Portfolio performance analysis
Phone communication
Credit risk assessment
Investment management software
Presentations for conferences or internal meetings
In-person customer service
Zoom
Public speaking
Fixed income investment
Financial market research
Financial client presentations
Portfolio performance measurement
Bloomberg
Financial planning risk and credit analysis experience
Series 7
Social media platforms
Bachelor's degree
Investment client management
Industry trends
Financial product expertise
Securities Industry Essentials
Customer relationship management
Industry knowledge of financial regulations
Financial markets data analysis
Recruiting
Technical writing
FINRA License
Investment risk management

Full Job Description

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. Confidence, poise, and effective communication / presentation skills are critical for success. In depth knowledge of fixed income, but particularly municipal market knowledge, including experience with individual bonds (at the CUSIP level) is essential.

We also review existing client / prospect fixed income portfolios to assess credit risk, market risk, reinvestment risk, and interest rate/duration risk, which are topics that candidates must thoroughly understand. Upon request, we evaluate strategies to optimize portfolio performance, including reviewing swap opportunities for tax losses, credit purposes, and tax-efficiency (e.g. tax rates, state of residence). The successful candidate needs to stay on top of market trends and how they impact high net worth fixed income investors. This information is frequently communicated to both financial advisors and their clients, either via phone, zoom, or in-person meetings. In this position, the candidate will be writing a Municipal Bond Investor Weekly commentary each month targeted to high net worth investors – which is distributed to the firm’s financial advisors, posted on the firm’s website and shared via social media. Additionally, this candidate will be working with PCG complex and branch managers on the recruitment process by conducting in-person meetings with prospective financial advisor recruits on the trading floor.

We put clients first. We always act with integrity. We think long term.

Job Description

Essential Duties and Responsibilities

Collaborate with financial advisors to develop fixed income strategies for their high net worth and ultra high net worth clients and prospects

Construct custom built portfolios of individual bonds across a range of product types (municipal bonds, corporate bonds, Treasuries, etc.)

Serve as a fixed income market expert and resource, providing timely market commentary and analysis to financial advisors.

Build and maintain relationships with financial advisors to assist in maintaining and growing their high net worth client-base

Educate financial advisors on the benefits of fixed income

Participate in developing strategy and communication resources, as well as financial advisor recruiting and public speaking activities.

Build a relationship with all trading operations in supporting the creation and implementation of portfolios

Knowledge of

Wealth management/ brokerage industry.

Advanced knowledge of the rate markets, spread products (especially Municipal and Corporate Bonds) and fixed income portfolio management

Advanced concepts and regulations related to fixed income capital markets

Skills in

Excellent problem-solving skills to identify the needs of clients through effective questioning and listening.

Ability to manage multiple client projects simultaneously, work closely with traders to execute trades in a timely and organized manner

The use of Bloomberg and fixed income portfolio management tools

Articulating complex technical issues to a non-technical audience.

Preparing and delivering clear, effective, and professional presentations.

Strong communication and interpersonal skills to build relationships with financial advisors and their clients.

Ability to

Identify and position the fixed income products to include in client portfolios

Provide a high level of customer service and commitment to a supportive and collaborative environment.

Function on a retail trading desk, with distractions and interruptions, while still performing necessary duties.

Work independently as well as collaboratively within a team environment

Education/Previous Experience

Bachelor’s Degree or equivalent in a related discipline and seven (7) to ten (10) years of financial experience.

OR ~

Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

FINRA Series 7

Other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.

Travel Required: Yes, 15 % of the Time

Education

Bachelor’s (Required)

Work Experience

General Experience - 6 to 10 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$35,568.00-$130,000.00

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-RE1

Apply Now

Refine Your Search

investment strategist jobs in florida

Fixed Income Private Wealth Portfolio Strategist

Fixed Income Strategist

Email Marketing Automation Strategist

Associate, Wealth Strategist

Senior Wealth Strategist

Principal Strategist, Digital Strategy & Market Intelligence

Sr. Financial Planning Strategist

Wealth Strategist

J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)

Wealth Strategist

Creative Strategist

Sr. Wealth Strategist

Managing Director & Senior Wealth Strategist

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