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Fixed Income Salesman Jobs in Texas (NOW HIRING)

BOK Financial

Investment Sales Officer I

Austin, TX · On-site

The sales position markets and sells fixed income securities to institutional clients such as corporations, banks, credit unions, money managers and other entities with liquidity or investable ...

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Fixed Income Salesman information

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 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.

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

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

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

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Fixed Income Salesman jobs near you

Regional Brokerage Consultant, Fixed Income - Dallas/Houston

Fidelity Investments

Dallas, TX • On-site

Full-time

Posted 4 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

Job description

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 - FINRACategory: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.

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