ZipRecruiter

Log In

1

Fixed Income Salesman Jobs in Texas (NOW HIRING)

BOK Financial

Investment Sales Officer I

Austin, TX

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 ...

PNC

Capital Markets Director - Sales (IC)(F)

Dallas, TX · Hybrid

Fixed Income - SIE, Series 7 and 63 within 120 days of employment. Foreign Exchange - SIE, Series 7 ... Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ESOP - SIE, 63 and 79 ...

Catalyst Corporate Fede

Investment Officer

Plano, TX · On-site

This position is responsible for growing sales of investment products, including fixed-income securities, certificates of deposit, private placements of subordinated debt, loan participations, non ...

previous page

Showing results 41-60

All JobsFixed Income Salesman JobsFixed Income Salesman Jobs in Texas

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 knowledge of financial products, client relationship management, and the ability to analyze market trends.

How much does a fixed income salesman make?

A fixed income salesman typically earns 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 factors such as experience, performance, and the firm’s size.

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 communication skills and knowledge of financial markets are essential for this role.

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

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:

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

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

Fixed Income Salesman jobs near you

Regional Director, External Wholesaler, Texas / Midwest - eFinancialCareers

eFinancialCareers

Dallas, TX • On-site

Full-time

Re-posted 29 days ago

Job description

Regional Director, External Wholesaler, Texas / Midwest

A multi-billion dollar investment management firm specializing in fixed income portfolios on behalf of high-net-worth, ultra-high-net-worth, and institutional investors is looking to hire a Regional Director, External Wholesaler, Texas / Midwest. The firm's goal is to be a top provider of fixed income investment solutions to its clients by offering world class portfolio management, superior value-added thought leadership and preeminent client service for advisors and investors.

Summary

The Regional Director, External Wholesaler role includes calling on Financial Advisors and selling municipal bond separately managed accounts. The role is dedicated to increasing the sale of the firm’s products through regular telephone presentations and meetings. The ideal candidate should have extensive business development/wholesaling experience within the Morgan Stanley, Merrill Lynch, UBS, and Wells Fargo and RIA distribution channels, in particular. The External Wholesaler will be responsible for making proactive calls to clients and prospects while managing an assigned territory within the US - these conversations should increase the financial advisor’s knowledge and awareness of the firm's products. Primary client interaction is by telephone as well as travel to client sites.

Responsibilities

  • Conduct proactive telephone and in-person sales presentations to top tier advisors highlighting firm products and value proposition.
  • Partner with CEO, fellow sales professionals, and support team to drive asset growth and build relationships with advisors through execution of a defined territory plan and sales process.
  • Effectively profile advisors to understand their practice, clients and investment process to identify needs and to position investment solutions and services to meet those needs.
  • Provide portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their business.
  • Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships.
  • Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis.

Requirements

  • 5 - 10+ years of internal / external wholesaling experience within the asset management industry.
  • Established relationships with independent RIA and bulge bracket financial services distribution channels in the Texas and Midwest regions preferred.
  • Knowledge of fixed income and separately managed accounts is preferred.
  • Series 65/66 registrations.

Apply