14 часов назад
Senior Fixed Income Specialist (Fintech)
29 - 45$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Fixed Income Specialist (Fixed Income/Financial Services): Supporting clients with investment decisions across fixed income products, handling inbound calls, and executing solicited and unsolicited trades with an accent on consultative service, risk assessment, and product expertise. Focus on evaluating client needs, explaining complex financial concepts, and executing trades accurately across Treasuries, municipal bonds, corporate bonds, CDs, and other fixed income securities.
Location: Onsite in Phoenix, AZ or Orlando, FL
Salary: USD $28.85–$44.71 per hour
Company
provides financial services and investment solutions.
What you will do
- Support clients in making informed investment decisions across fixed income products.
- Handle inbound client calls and provide consultative guidance aligned with client goals.
- Execute solicited and unsolicited fixed income trades for clients.
- Provide expertise on U.S. Treasuries, certificates of deposit, municipal bonds, corporate bonds, government agency bonds, and preferred securities.
- Explain complex financial concepts, assess client needs, and resolve challenging client situations.
Requirements
- Active FINRA Series 7 license.
- Active FINRA Series 63 or 66 license.
- Experience interacting with clients in a proactive, consultative service environment.
- Strong communication, problem-solving, critical-thinking, time-management, attention-to-detail, and risk-awareness skills.
- Ability to execute trades accurately and de-escalate challenging client situations.
Nice to have
- Bachelor’s degree or equivalent professional experience.
- Experience with fixed income products such as Treasuries, municipals, corporates, CDs, and ETFs.
- Experience conducting portfolio-related or investment planning conversations.
- Experience working in a collaborative, team-based environment.
Culture & Benefits
- In-office collaboration and a workplace culture focused on trust, continuous learning, and professional development.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, vision, and paid parental leave benefits.
- Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
- Tuition reimbursement and family-building benefits.
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