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Fixed Income Associate Jobs in Virginia (NOW HIRING)

Carmax

Analyst II/Sr. Analyst, Income Tax

Richmond, VA · On-site

In addition, this position will lead tax fixed asset projects and the tax depreciation calculation ... Along the way,we help every associate grow their career and achieve their best, at work and in ...

Bank of America

Portfolio Manager III

Richmond, VA · On-site

$135K - $300K/yr

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... such as equities, fixed income, alternative investments, and Specialty Asset Management as ...

Empower AI Inc.

Sr. Accounting Associate

Reston, VA · On-site

Income Tax Accrual - Recurring JE * GSA Fees - Recurring JE - 4 JEs * Intangible Amortization ... Fixed Assets/Depreciation Entry * Direct Depreciation reclass * Indirect Depreciation reclass

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All JobsFixed Income Associate JobsFixed Income Associate Jobs in Virginia

Fixed Income Associate information

See Virginia salary details

$7

$16

$28

How much do fixed income associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for fixed income associate in Virginia is $16.01, according to ZipRecruiter salary data. Most workers in this role earn between $13.37 and $17.16 per hour, depending on experience, location, and employer.

What is the difference between Fixed Income Associate vs Equity Research Associate?

AspectFixed Income AssociateEquity Research Associate
Required CredentialsBachelor's degree, often CFA Level I or IIBachelor's degree, often CFA Level I or II
Work EnvironmentBond markets, fixed income securities, investment banks, asset managersStock markets, equity securities, investment banks, asset managers
Employer & Industry UsageFinancial institutions focusing on bonds and debt instrumentsResearch firms, investment banks analyzing stocks
Common Search & ComparisonYesYes

The main difference between a Fixed Income Associate and an Equity Research Associate lies in the securities they analyze and their work focus. Fixed Income Associates specialize in bonds and debt instruments, working primarily in bond markets and related financial institutions. Equity Research Associates focus on stocks and equity securities, analyzing companies' stock performance. Both roles require similar educational backgrounds and certifications, but their industry focus and daily tasks differ significantly.

What does a Fixed Income Associate do?

A Fixed Income Associate is responsible for supporting the management, analysis, and trading of fixed income securities such as bonds and other debt instruments. They assist portfolio managers and traders by conducting market research, analyzing credit risk, managing data, and preparing reports on market trends and investment strategies. Their role is crucial in ensuring effective investment decisions and maintaining compliance with regulatory requirements. Fixed Income Associates often work for investment banks, asset management firms, or other financial institutions.

What are the key skills and qualifications needed to thrive as a Fixed Income Associate, and why are they important?

To thrive as a Fixed Income Associate, you need strong analytical skills, a solid understanding of financial markets and securities, and typically a degree in finance, economics, or a related field. Familiarity with Bloomberg Terminal, Excel modeling, and relevant certifications such as CFA Level I or II are commonly required. Attention to detail, effective communication, and the ability to work under pressure help candidates excel in this role. These competencies are essential for accurately assessing risk, supporting investment decisions, and maintaining efficient trading and portfolio management processes.

What are some common challenges Fixed Income Associates face when analyzing market trends, and how can they address them?

Fixed Income Associates often encounter the challenge of interpreting complex and rapidly changing market data, especially during periods of economic uncertainty. Staying updated with macroeconomic indicators, interest rate movements, and credit risk developments is crucial. Collaborating closely with senior analysts and portfolio managers helps in gaining different perspectives and refining analytical approaches. Utilizing advanced analytics tools and maintaining strong communication within the team can help address these challenges and improve investment recommendations.
What are the most commonly searched types of Fixed Income jobs in Virginia? The most popular types of Fixed Income jobs in Virginia are:
What are popular job titles related to Fixed Income Associate jobs in Virginia? For Fixed Income Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Fixed Income Associate jobs in Virginia look for? The top searched job categories for Fixed Income Associate jobs in Virginia are:
Fixed Income Associate jobs near you
Infographic showing various Fixed Income Associate job openings in Virginia as of August 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 78% In-person, 11% Hybrid, and 11% Remote job distribution, with an average salary of $33,295 per year, or $16 per hour.

Client Service Associate

Wealth Enhancement Group

Richmond, VA • On-site

$22 - $26/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Richmond, VA office has an exciting opportunity for a Client Service Associate! This role is instrumental in driving a culture of exceptional service across the team, delivering outstanding support to clients, external partners, and internal advisors. The Client Service Associate will play a key part in managing multiple priorities, supporting team operations, and fostering collaborative problem solving with opportunities for future growth and leadership.
This role is an On-site position, with an expected start date after September 1st, 2026.
In the spirit of pay transparency, we are excited to share the hourly rate for this position is $22.00 to $26.00 per hour, depending on experience.
Primary Job Functions
New Client Onboarding
  • Ensure accurate completion of prospect and new client paperwork and setup.
  • Follow up on funds transfers from surrendering companies.
  • Maintain client records and update the CRM database, including data input, filing, and copies.
  • Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors.
  • Record incoming assets in the appropriate blotting tool.
Client Relationship Management
  • Communicate with clients to understand their personal history and current financial needs.
  • Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions (RMDs).
  • Respond to client requests, determine needed actions, coordinate with advisors or resolve issues as appropriate, including death claim processing.
  • Collaborate with clients' tax or legal counsel to address client concerns.
Client Review Preparation and Follow-Up
  • Gather client data and prepare materials for client meetings and reviews.
  • Conduct tax research (e.g., 1099s).
  • Complete follow-up actions arising from client reviews.
Industry, Product, and Company Knowledge
  • Demonstrate proficiency with WEG Suitability Guidelines, operational processes, and the sales model.
  • Understand financial terminology and investment products.
  • Apply working knowledge of annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.
  • Attend client services and company educational events as well as vendor presentations.
Team and Corporate Support
  • Assist advisor team operations to streamline processes.
  • Support operational projects to enhance and implement changes.
  • Communicate process and sales updates to the team.
  • Mentor and train Client Service Associates.
  • Manage vendors to align with Service Level Agreements.
  • All other duties as assigned.
Education/Qualifications
  • Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field
  • Customer service training, knowledge, or experience
  • Ability and interest to learn financial concepts and products
  • Ability to work with deadlines, be flexible under pressure, and prioritize work
  • Ability to work as a team member
  • Ability to learn WEG's sales model, WEG/LPL processes and procedures, and financial product features
  • Ability to learn the client review process and how reviews are completed
  • Strong attention to detail
  • Superior verbal and written communication skills
  • Proficiency with Microsoft Office Suite or related software
  • Familiarity with Salesforce and Support Org functionality
  • Experience with Workday preferred
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $42,500 - $63,750. However, the base salary range bolded above ($22.00 to $26.00 per hour) is what we expect to pay as a starting range for this position.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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