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Fixed Income Salesman Jobs in California (NOW HIRING)

PIMCO

Model Sales and Strategy Lead

Newport Beach, CA · On-site

PIMCO is a global leader in active fixed income with deep expertise across public and private ... The Model Sales and Strategy Lead will lead the continued build-out and scale of PIMCO's Model ...

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The TCW Group

Sr. Institutional Sales Officer

Los Angeles, CA · On-site

$300K - $350K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Position Summary The Sr. Institutional Sales Officer will be responsible for collaborating with ... fixed income and public equity. The successful candidate will have a proven track record of ...

Fidelity Investments

Director, Prime Trading

San Francisco, CA · On-site

$103K/yr

  • Medical

  • Retirement

  • PTO

... fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued brokered CD underwriting. Our product coverage includes Equity Block Sales/Trading ...

Fidelity Investments

Director, Prime Trading

San Francisco, CA · On-site

$103K/yr

  • Medical

  • Retirement

  • PTO

... fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued brokered CD underwriting. Our product coverage includes Equity Block Sales/Trading ...

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All JobsFixed Income Salesman JobsFixed Income Salesman Jobs in California

Fixed Income Salesman information

What does a fixed income salesman do?

A fixed income salesman sells debt securities such as bonds and other fixed income products to institutional and individual clients. They analyze market conditions, provide investment advice, and execute trades to meet clients' investment objectives, often working closely with traders and analysts. Strong knowledge of financial markets and communication skills are essential for this role.

What is the difference between Fixed Income Salesman vs Fixed Income Trader?

AspectFixed Income SalesmanFixed Income Trader
Primary RoleBuild client relationships, sell fixed income securitiesExecute trades, manage trading strategies
Work EnvironmentClient-facing, sales-drivenTrading desk, market-focused
Required CredentialsFinance degree, possibly licenses like Series 7/63Finance degree, licenses, strong market knowledge
Industry UsageCommon in investment banks, asset managersCommon in investment banks, hedge funds

While both roles operate within the fixed income market, a Fixed Income Salesman primarily focuses on client relationships and selling securities, whereas a Fixed Income Trader concentrates on executing trades and managing market positions. Both roles require similar credentials and are integral to fixed income operations in financial institutions.

How do you become a fixed income salesman?

To become a fixed income salesman, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining experience in sales, understanding bond markets, and developing strong communication skills are essential; professional certifications like the Series 7 and Series 63 can also enhance prospects. Success in this role often requires building client relationships and staying informed about market trends.

How much does a fixed income salesman make?

Fixed income salesmen typically earn a base salary ranging from $60,000 to $120,000 annually, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced professionals in major financial centers can earn well over $200,000 per year. Compensation depends on experience, performance, and the firm’s size and location.

What are popular job titles related to Fixed Income Salesman jobs in California?

For Fixed Income Salesman jobs in California, the most frequently searched job titles are:

What job categories do people searching Fixed Income Salesman jobs in California look for?

The top searched job categories for Fixed Income Salesman jobs in California are:

What cities in California are hiring for Fixed Income Salesman jobs?

Cities in California with the most Fixed Income Salesman job openings:

Fixed Income Salesman jobs near you

Institutional Fixed Income Sales Professional (Generalist & Credit Specialists)

CastleOak Securities, L.P.

San Francisco, CA

$100K - $150K/yr

Full-time

Re-posted 6 days ago

Job description

CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations.

We offer a competitive total rewards package including:

  • Health insurance: competitive medical, dental, and vision programs
  • Commuter benefits
  • 401(k) with a company match
  • Charitable contribution match program for employees
  • Hybrid Workplace
  • Company-paid life insurance, short-term and long-term disability insurance
  • Paid time off: vacation, personal days, sick leave, etc.

INSTITUTIONAL FIXED INCOME SALES GENERALIST or CREDIT SPECIALIST (Investment Grade & High Yield)

Open to any of our existing office locations: New York, NY | Atlanta, GA | Chicago, IL | Los Angeles, CA | San Francisco, CA | Portland, OR | Cleveland, OH

Joining a veteran team operating in a dynamic sales and trading environment, the right candidate will thrive in our flat organizational structure that allows for direct interaction with our elite Wall Street executive leadership. The fixed income team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis.

We are hiring multiple individuals across our regional offices and are specifically seeking sales professionals with experience in Rates, Corporates, and Structured Products who can leverage client relationships across our robust capital markets platform.

NOTE: Only experienced candidates with relationships and a book of business will be considered.

Essential Responsibilities

  • Demonstrate a proven track record of success in cultivating institutional asset management and/or public pension fund relationships.
  • Maintain an in-depth understanding of your client's workflow for direct execution across Credit and Rates markets, helping further our proprietary electronic trading franchise.
  • Build and preserve valuable, trusted relationships with institutional clients.
  • Take full ownership of growing your client base through prospecting, relationship management, referrals, cross-selling, and attending industry events or conferences.
  • Respond effectively and rapidly to client inquiries pertaining to trading and pricing.
  • Institutionalize your client relationships by coordinating seamlessly across our internal fixed income sales, trading, and syndicate teams.
  • Interpret and communicate macro market forces impacting bond performance and portfolio benchmarks directly to portfolio managers and traders.
  • Provide detailed feedback to our internal sales and product management teams to continuously anticipate and meet your client's evolving needs.
  • Operate as a self-motivated professional who excels both independently and within a collaborative team structure.
  • Bring a strong willingness to solve problems, exceptional time management, sharp organization skills, and a baseline desire to outperform goals.
  • Report directly to the Head of Fixed Income Sales.

Required Qualifications

  • 3+ years of direct experience in Institutional Fixed Income Sales.
  • Must have an established, active set of institutional client references (only experienced candidates with active relationships will be considered).
  • Active FINRA Series 7 and 63 licenses are required.
  • Bachelor's degree.
  • Deep understanding of taxable fixed income markets, corporate credit or rates structures, the sales and trading life cycle, and institutional OMS/EMS connectivity.
  • Excellent written/verbal communication skills paired with a "roll up your sleeves," team-first approach to doing business.

Base Salary Range: $100,000-$150,000

Incentive: Draw + Commissions

NYC Pay Range
$100,000—$150,000 USD

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.

Please do not solicit employees of the firm directly regarding open positions.