Private Wealth Portfolio Strategist

**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 m...