Senior Specialist, Fixed Income Service

About the role

Support clients in making informed investment decisions by providing guidance, education, and solutions across fixed income products. Handle inbound client calls, provide consultative support for clients aligned to their goals, and execute a combination of solicited and unsolicited fixed income trades for clients. Provide expertise on fixed income investments including U.S. Treasuries, certificates of deposit, municipal bonds, corporate bonds, government agency bonds, and preferred securities.

Responsibilities

• Support clients in making informed investment decisions by providing guidance, education, and solutions across fixed income products.
• Handle inbound client calls, providing consultative support for clients aligned to their goals.
• Execute a combination of solicited and unsolicited fixed income trades for clients.
• Provide expertise on fixed income investments including U.S. Treasuries, certificates of deposit, municipal bonds, corporate bonds, government agency bonds, and preferred securities.
• Thrive in a fast-paced, client-focused environment, and bring a strong growth mindset motivated by continuous learning and professional development.

Requirements

• Active FINRA Series 7 license
• Active FINRA Series 63 or 66 license
• Experience interacting with clients in a proactive, consultative service environment
• Strong time management, attention to detail, and risk awareness when executing trades

Qualifications

• Bachelor’s Degree or equivalent professional experience
• Experience with fixed income products (Treasuries, Municipals, Corporates, CDs, ETFs, etc.)
• Ability to conduct portfolio-related or investment planning conversations
• Experience working in a collaborative, team-based environment

Skills

• Consultative Communication
• Problem Solving
• Critical Thinking
• Coachability

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Pay

• Competitive salary based on experience and qualifications

Schedule

• Hybrid work schedule that provides flexibility between working from home and the office