Fixed Income Portfolio Advisor

Overview

The Fixed Income Portfolio Advisor selectively advise and consult with advisors on fixed income questions pertaining to Fixed Income Monitoring Reports, Fixed Income Analyses and Fixed Income presentations.  Great opportunity for a finance professional that is looking to increase their knowledge of trading expertise and hone in skills in consulting with our advisors and the end client.

Essential Duties and Responsibilities

• Execute trades through established fixed income procedures with a high level of accuracy.
• Provide recommendations and build ladders as requested.
• Provide talking points on Fixed Income Analyses.
• Responsible for special projects as requested by FI Advisors.
• Assist FI Advisors with client-prospect meetings when requested.
• Responsible for fixed income operations.
• Always maintain our reputation for integrity by representing the company in a positive and ethical manner which reflects the high standards and philosophy of the firm.
• Assist department manager in training new assistants on procedures and job responsibilities as the department grows.

Basic Qualifications

• Bachelor’s degree in Business/Finance, or Economics
• 3 years of experience in financial services, preferably in fixed income & municipal bond experience
• Proficient in Excel, Word, Outlook, & PowerPoint
• Experience working with the Bloomberg System
• Series 65 recommended or ability to obtain within 4 months.
• Demonstrated excellent oral and written communication skills.
• Demonstrated positive attitude with the ability to work successfully in a team environment Ability to work well under pressure and effectively handle complex tasks.
• Demonstrated attention to detail
• Strong technical skills
• Willingness to deliver consistent outstanding service with a client service mindset that puts the client’s interests first.

Buckingham’s Compensation and Benefits

This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.

Who is Buckingham Wealth Partners?

Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.Buckingham employs more than 600 associates in over 50 office locations nationwide.

Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.

Buckingham’s Awards & Accolades

• Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
• Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017
• Top RIA Firms, Forbes, 2022
• Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017
• Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
• Top Registered Investment Advisers, Financial Times, 2020, 2019
• Top Grower in Missouri in 2022, Citywire RIA
• No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List