The Role The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong ...
The Role The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong ...
Analyst/Associate, Fixed Income Strategy & Solutions Group
Philadelphia, PA · On-site
$85K - $125K/yr
Fixed Income Investments The pay range for this position at commencement of employment is expected ... consultants, and prospects * Support the triage of meeting requests and provide initial client ...
Analyst/Associate, Fixed Income Strategy & Solutions Group
Philadelphia, PA · On-site
$85K - $125K/yr
Fixed Income Investments The pay range for this position at commencement of employment is expected ... consultants, and prospects * Support the triage of meeting requests and provide initial client ...
The Role The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong ...
The Role The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong ...
SVP, Client Portfolio Manager - Fixed Income
Atlanta, GA · On-site
$175K - $200K/yr
Perform as a senior advocate and representative of IM's Fixed Income investment platform among internal stakeholders, institutional investors, consultants, and external clients, with approximately 40 ...
SVP, Client Portfolio Manager - Fixed Income
Atlanta, GA · On-site
$175K - $200K/yr
Perform as a senior advocate and representative of IM's Fixed Income investment platform among internal stakeholders, institutional investors, consultants, and external clients, with approximately 40 ...
The Role The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong ...
The Role The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong ...
Company provides expert consulting, custom programming and innovative software products for ... Working knowledge of fixed income securities is critical. Must have strong programming experience ...
Company provides expert consulting, custom programming and innovative software products for ... Working knowledge of fixed income securities is critical. Must have strong programming experience ...
Perform as a senior advocate and representative of IM's Fixed Income investment platform among internal stakeholders, institutional investors, consultants, and external clients, with approximately 40 ...
Perform as a senior advocate and representative of IM's Fixed Income investment platform among internal stakeholders, institutional investors, consultants, and external clients, with approximately 40 ...
Junior Trader - Fixed Income, Municipal Trading
Clark, NJ · On-site
$60K - $80K/yr
Junior Trader - Fixed Income, Municipal Trading Location: Clark, New Jersey Full/Part-Time: ... services and financial consulting services. Loop Capital values diversity and inclusion ...
Junior Trader - Fixed Income, Municipal Trading
Clark, NJ · On-site
$60K - $80K/yr
Junior Trader - Fixed Income, Municipal Trading Location: Clark, New Jersey Full/Part-Time: ... services and financial consulting services. Loop Capital values diversity and inclusion ...
The PWM Equity & Fixed Income Research team is responsible for consulting on over $125B in individual stocks across Baird's PWM system and providing investment guidance and support to Baird ...
The PWM Equity & Fixed Income Research team is responsible for consulting on over $125B in individual stocks across Baird's PWM system and providing investment guidance and support to Baird ...
Fixed Income Project Lead
Lakewood, CO · On-site
Learn More About ProSidian Consulting at www.ProSidian.com. ProSidian Seeks a Fixed Income, Project Lead to oversee an engagement for The Western Area Power Administration (Western) - a Federal ...
Fixed Income Project Lead
Lakewood, CO · On-site
Learn More About ProSidian Consulting at www.ProSidian.com. ProSidian Seeks a Fixed Income, Project Lead to oversee an engagement for The Western Area Power Administration (Western) - a Federal ...
The PWM Equity & Fixed Income Research team is responsible for consulting on over $125B in individual stocks across Baird's PWM system and providing investment guidance and support to Baird ...
The PWM Equity & Fixed Income Research team is responsible for consulting on over $125B in individual stocks across Baird's PWM system and providing investment guidance and support to Baird ...
... income, consulting experience, or exposure to cutting-edge AI technologies. Employment Type ... Fixed income security analysis * Credit research and issuer evaluation * Interest rate and yield ...
... income, consulting experience, or exposure to cutting-edge AI technologies. Employment Type ... Fixed income security analysis * Credit research and issuer evaluation * Interest rate and yield ...
Manage the Fixed Income derivative pricing/valuations function for a Global Investment Bank ... Implementation through consultation with and validation from local and global risk and financial ...
Quick apply
Manage the Fixed Income derivative pricing/valuations function for a Global Investment Bank ... Implementation through consultation with and validation from local and global risk and financial ...
The PWM Equity & Fixed Income Research team is responsible for consulting on over $125B in individual stocks across Baird's PWM system and providing investment guidance and support to Baird ...
The PWM Equity & Fixed Income Research team is responsible for consulting on over $125B in individual stocks across Baird's PWM system and providing investment guidance and support to Baird ...
Fixed Income Research Analyst
Milwaukee, WI · On-site
$125K - $160K/yr
Overview US Investment Grade Credit Research Analyst on our Global Fixed Income Research team ... Represent Allspring Global Investment's research capabilities at client and/or consultant meetings.
Fixed Income Research Analyst
Milwaukee, WI · On-site
$125K - $160K/yr
Overview US Investment Grade Credit Research Analyst on our Global Fixed Income Research team ... Represent Allspring Global Investment's research capabilities at client and/or consultant meetings.
The Global Fixed Income team within MSIM has team members located in New York, London, Tokyo and ... clients, consultants and other parts of the organization. Successful candidates will be ...
The Global Fixed Income team within MSIM has team members located in New York, London, Tokyo and ... clients, consultants and other parts of the organization. Successful candidates will be ...
The Global Fixed Income team within MSIM has team members located in New York, London, Tokyo and ... Proactively engage with Sales, Consultant Relations, and Marketing to keep clients informed and ...
The Global Fixed Income team within MSIM has team members located in New York, London, Tokyo and ... Proactively engage with Sales, Consultant Relations, and Marketing to keep clients informed and ...
The Global Fixed Income team within MSIM has team members located in New York, London, Tokyo and ... Proactively engage with Sales, Consultant Relations, and Marketing to keep clients informed and ...
The Global Fixed Income team within MSIM has team members located in New York, London, Tokyo and ... Proactively engage with Sales, Consultant Relations, and Marketing to keep clients informed and ...
The Global Fixed Income team within MSIM has team members located in New York, London, Tokyo and ... Proactively engage with Sales, Consultant Relations, and Marketing to keep clients informed and ...
The Global Fixed Income team within MSIM has team members located in New York, London, Tokyo and ... Proactively engage with Sales, Consultant Relations, and Marketing to keep clients informed and ...
Fixed Income Research Analyst
Milwaukee, WI · Hybrid
$160K/yr
US Investment Grade Credit Research Analyst on our Global Fixed Income Research team, supporting ... Represent Allspring Global Investment's research capabilities at client and/or consultant meetings.
Fixed Income Research Analyst
Milwaukee, WI · Hybrid
$160K/yr
US Investment Grade Credit Research Analyst on our Global Fixed Income Research team, supporting ... Represent Allspring Global Investment's research capabilities at client and/or consultant meetings.
Fixed Income Consultant information
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$10.10 - $19.97
14% of jobs
$25.74 is the 25th percentile. Wages below this are outliers.
$19.97 - $29.85
19% of jobs
The median wage is $39.73 / hr.
$29.85 - $39.73
17% of jobs
$39.73 - $49.61
16% of jobs
$57.24 is the 75th percentile. Wages above this are outliers.
$49.61 - $59.48
12% of jobs
$59.48 - $69.36
10% of jobs
$69.36 - $79.24
5% of jobs
$79.24 - $89.12
3% of jobs
$89.12 - $98.99
2% of jobs
$98.99 - $108.87
1% of jobs
$108.87 - $118.75
1% of jobs
$10
$49
$118
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Regional Brokerage Consultant, Fixed Income - Dallas/Houston
Dallas, TX • On-site
Full-time
Posted 29 days ago
Fidelity Investments rating
8.7
Based on 274 frontline employees who took The Breakroom Quiz
Job description
The Role
The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong understanding of fixed income and credit market mechanics they work through client and advisor education to foster deep engagement and sales results. If you like the idea of working for a private company with industry-leading benefits that values integrity, a strong work ethic and a history and culture of putting the needs and financial well-being of clients first, Fidelity represents a tremendous opportunity!
The primary aspect of the role is to support clients and advisors within a region of Fidelity Investor Centers and Regional Centers and engage in sales interactions to directly impact acquisition of outside assets. This fast-paced sales role requires a strong brand and credibility coupled with the ability to bring to bear our offering to attract, retain, and develop clients who seek an active role in their investments.
A typical work week will includes in-depth client appointments, coaching advisors, facilitating internal meetings with advisors and strategic partnership with local leadership to drive referrals and engagement. Extensive use of Salesforce and technology to engage opportunities is central to the role.
Travel associated with regional coverage is estimated at 50% though each region's geography, size, Investor Centers and Regional Centers is unique.
The Expertise and Skills You Bring
- A college degree is the minimum educational standard for applicants. While a business-related field is preferred, it is not required
- Minimum of 15 years proven experience (13 years with a Master's Degree)
- Demonstrated ability in fixed income and credit markets with a focus on individual bonds (corporates, municipals, government etc). Knowledge of additional securities such as mutual funds and ETFs is preferred
- Ability to influence business partners through empathy, curiosity and dialogue while providing leadership and direction
- Ability to build and facilitate group trainings
- Ability to work independently and autonomously without direct supervision
- Strong organizational, interpersonal and relationship-building skils
- Proven territory leadership skills and practical experience with needs-based selling
The Team
Each RBC covers an assigned territory, partnering either with large call centers or with a region's network of local investor centers or both. RBCs support financial advisors by onboarding new self-directed clients, while also helping to retain and develop existing clientele. Each supported Fidelity advisor maintains a book of roughly 400-500 households and thus relies on the RBC to add value to clients that express interest in individual securities especially when trading/investing with a competitor.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
What Fidelity Investments employees say
Pay
Benefits
Hours and flexibility
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About Fidelity
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Industry
Investment management and consulting services, finance and insurance and investment advisory and financial planning services
Company size
10,000+ Employees
Headquarters location
Boston, MA, US