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Fixed Income Salesman Jobs in California (NOW HIRING)

PIMCO

Business Process & Automation Analyst

Newport Beach, CA · On-site

$65K - $88K/yr

PIMCO is a global leader in active fixed income with deep expertise across public and private ... Track sales metrics (e.g., opportunities, final meetings, won/lost business) and synthesize data ...

PIMCO

Business Process & Automation Analyst

Newport Beach, CA · On-site

$65K - $88K/yr

PIMCO is a global leader in active fixed income with deep expertise across public and private ... Track sales metrics (e.g., opportunities, final meetings, won/lost business) and synthesize data ...

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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

Client Service Associate (Carlsbad, CA)

Oppenheimer

Carlsbad, CA

$50K - $60K/yr

Full-time

Re-posted 15 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

The firm is seeking a Client Service Associate to join our Private Client Division in Carlsbad, CA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management

Skills/Requirements

  • Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
  • Bachelors preferred
  • 1-2 years financial services/fixed Income experience would be highly beneficial
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision

Compensation:

For job postings in California, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $50,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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