Carmel, IN · On-site
$18 - $24.25/hr
... fixed income trades and other specialized monetary requests Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and ...
Carmel, IN · On-site
$18 - $24.25/hr
... fixed income trades and other specialized monetary requests Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and ...
Indianapolis, IN · On-site +1
$17.25 - $23.25/hr
... fixed income trades and other specialized monetary requests Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and ...
Indianapolis, IN · On-site +1
$17.25 - $23.25/hr
... fixed income trades and other specialized monetary requests Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and ...
Indianapolis, IN · On-site
$17.25 - $23.25/hr
... fixed income trades and other specialized monetary requests Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and ...
Indianapolis, IN · On-site
$17.25 - $23.25/hr
... fixed income trades and other specialized monetary requests Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and ...
Indianapolis, IN · Hybrid
$150K/yr
... trading and investment advisory activities. * Familiarity with a broad range of investment products and services (e.g., equities, fixed income, mutual funds, annuities, managed accounts, insurance ...
Indianapolis, IN · Hybrid
$150K/yr
... trading and investment advisory activities. * Familiarity with a broad range of investment products and services (e.g., equities, fixed income, mutual funds, annuities, managed accounts, insurance ...
Indianapolis, IN · Hybrid
... fixed income, equity, and alternative investment strategies. * Assists in private equity and real ... Assists in the internal portfolio management and trade settlements. * Compiles monthly subsidiary ...
Indianapolis, IN · Hybrid
... fixed income, equity, and alternative investment strategies. * Assists in private equity and real ... Assists in the internal portfolio management and trade settlements. * Compiles monthly subsidiary ...
Indianapolis, IN · Hybrid
... fixed income, equity, and alternative investment strategies. * Assists in private equity and real ... Assists in the internal portfolio management and trade settlements. * Compiles monthly subsidiary ...
Indianapolis, IN · Hybrid
... fixed income, equity, and alternative investment strategies. * Assists in private equity and real ... Assists in the internal portfolio management and trade settlements. * Compiles monthly subsidiary ...
Indianapolis, IN · On-site
... fixed income, equity, and alternative investment strategies. * Assists in private equity and real ... Assists in the internal portfolio management and trade settlements. * Compiles monthly subsidiary ...
Indianapolis, IN · On-site
... fixed income, equity, and alternative investment strategies. * Assists in private equity and real ... Assists in the internal portfolio management and trade settlements. * Compiles monthly subsidiary ...
... healthcare workers, and trade professionals. In Indiana , AMBA is theexclusive endorsed ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... healthcare workers, and trade professionals. In Indiana , AMBA is theexclusive endorsed ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Elkhart, IN · On-site
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Quick apply
Elkhart, IN · On-site
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... and trade professionals. In Louisiana , AMBA is the exclusive endorsed provider and given direct ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... and trade professionals. In Louisiana , AMBA is the exclusive endorsed provider and given direct ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Kokomo, IN · On-site
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Quick apply
Kokomo, IN · On-site
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Quick apply
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Bloomington, IN · On-site
$90K/yr
... healthcare workers, and trade professionals. In Indiana , AMBA is theexclusive endorsed ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Bloomington, IN · On-site
$90K/yr
... healthcare workers, and trade professionals. In Indiana , AMBA is theexclusive endorsed ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Kokomo, IN · On-site
$90K/yr
... healthcare workers, and trade professionals. In Indiana , AMBA is theexclusive endorsed ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Kokomo, IN · On-site
$90K/yr
... healthcare workers, and trade professionals. In Indiana , AMBA is theexclusive endorsed ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
South Bend, IN · On-site
$90K/yr
... healthcare workers, and trade professionals. In Indiana , AMBA is theexclusive endorsed ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
South Bend, IN · On-site
$90K/yr
... healthcare workers, and trade professionals. In Indiana , AMBA is theexclusive endorsed ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Elkhart, IN · On-site
$90K/yr
... healthcare workers, and trade professionals. In Indiana , AMBA is theexclusive endorsed ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Elkhart, IN · On-site
$90K/yr
... healthcare workers, and trade professionals. In Indiana , AMBA is theexclusive endorsed ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... workers, and trade professionals. In Indiana , AMBA is the exclusive endorsed provider and has ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
$41.4K - $54.5K
8% of jobs
$54.5K - $67.6K
14% of jobs
$70.1K is the 25th percentile. Wages below this are outliers.
$67.6K - $80.7K
18% of jobs
$80.7K - $93.8K
10% of jobs
The median wage is $94.2K / yr.
$93.8K - $106.9K
17% of jobs
$115.4K is the 75th percentile. Wages above this are outliers.
$106.9K - $120K
13% of jobs
$120K - $133.1K
6% of jobs
$133.1K - $146.2K
9% of jobs
$146.2K - $159.3K
1% of jobs
$159.3K - $172.4K
2% of jobs
$172.4K - $185.6K
2% of jobs
$41.4K
$103.4K
$185.6K
| Aspect | Fixed Income Trading | Fixed Income Sales |
|---|---|---|
| Primary Role | Executing bond and debt security trades for clients or firm | Building client relationships and selling fixed income products |
| Work Environment | Fast-paced trading floors, financial institutions | Client-facing, relationship management |
| Required Skills | Market analysis, trading strategies, quick decision-making | Communication, client service, product knowledge |
| Certifications | Series 7, 63, 65/66 often required | Series 7, 63, 65/66 often required |
Fixed Income Trading involves executing bond trades and managing market risks, focusing on market strategies and quick decision-making. Fixed Income Sales centers on client relationships and selling fixed income products, emphasizing communication and client service. Both roles often require similar certifications and work within the same industry environment, but their core functions differ significantly.
Carmel, IN • On-site
$18 - $24.25/hr
Full-time
Re-posted 21 days ago
8.7
Based on 266 frontline employees who took The Breakroom Quiz
17th of 148 rated financial services
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Indianapolis, Carmel
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need.In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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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