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Institutional Fixed Income Sales Jobs in Wisconsin

Industrial Waste Recovery LLC

Be Seen First

Controller

Appleton, WI · On-site

$90K - $110K/yr

Oversee accounts payable, accounts receivable, payroll, and fixed-asset accounting. * Lead the ... Support filings for income, sales/use, and other applicable taxes. Budgeting, Forecasting & Cash ...

Industrial Waste Recovery LLC

Be Seen First

Controller

Appleton, WI · On-site

$90K - $110K/yr

Oversee accounts payable, accounts receivable, payroll, and fixed-asset accounting. * Lead the ... Support filings for income, sales/use, and other applicable taxes. Budgeting, Forecasting & Cash ...

Madisoncollege

$58K - $73K/yr

Performs reconciliations of fixed assets to accounts and funds, encompassing additions, disposals ... state and institutional regulations. * Reconciles ledger accounts. * Manages monthly sales tax ...

Madison College

Accountant

Madison, WI · On-site

$58K - $73K/yr

Performs reconciliations of fixed assets to accounts and funds, encompassing additions, disposals ... state and institutional regulations. * Reconciles ledger accounts. * Manages monthly sales tax ...

University of Wisconsin

Security Officer I

Madison, WI · On-site

$23/hr

... institutional property by vehicle patrol, foot patrol, and bicycle patrol or at a fixed location ... Income continuation insurance (short and long term disability) * Flexible Spending & Health Savings ...

Wisconsin

Security Officer I

Madison, WI

$23/hr

... institutional property by vehicle patrol, foot patrol, and bicycle patrol or at a fixed location ... Income continuation insurance (short and long term disability) * Flexible Spending & Health Savings ...

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Institutional Fixed Income Sales information

How do institutional fixed income sales professionals collaborate with traders and research analysts to serve clients?

In Institutional Fixed Income Sales, professionals work closely with both traders and research analysts to deliver tailored solutions to clients. Sales teams communicate client investment needs and market sentiment to traders, who then help execute trades or suggest optimal strategies. Collaboration with research analysts is frequent, as they provide in-depth market insights and product knowledge that sales professionals use to inform clients and recommend suitable fixed income products. This teamwork ensures clients receive informed advice, competitive pricing, and timely execution, all of which are essential for building long-term relationships in the institutional market.

What are the key skills and qualifications needed to thrive as an institutional fixed income sales professional?

To thrive as an Institutional Fixed Income Sales professional, you need a deep understanding of fixed income products, financial markets, and strong quantitative analysis skills, often backed by a degree in finance or economics. Familiarity with Bloomberg terminals, CRM systems, and relevant regulatory certifications like FINRA Series 7 and 63 is typically required. Exceptional relationship-building, communication, and negotiation skills help you stand out in building and maintaining client trust. These skills are critical for providing tailored investment solutions, meeting client needs, and driving revenue growth in a highly competitive market.

What is institutional fixed income sales?

Institutional Fixed Income Sales involves professionals who help large clients, such as pension funds, insurance companies, and asset managers, buy and sell fixed income securities like bonds and treasuries. These salespeople build relationships with institutional investors, provide market insights, and facilitate transactions to meet their clients' investment needs. The role requires in-depth knowledge of financial markets, strong communication skills, and an understanding of both the products and client strategies.
What are popular job titles related to Institutional Fixed Income Sales jobs in Wisconsin? For Institutional Fixed Income Sales jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Institutional Fixed Income Sales jobs in Wisconsin look for? The top searched job categories for Institutional Fixed Income Sales jobs in Wisconsin are:
What cities in Wisconsin are hiring for Institutional Fixed Income Sales jobs? Cities in Wisconsin with the most Institutional Fixed Income Sales job openings:
Institutional Fixed Income Sales jobs near you
Infographic showing various Institutional Fixed Income Sales job openings in Wisconsin as of August 2026, with employment types broken down into 82% Full Time, 17% Part Time, and 1% Contract. Highlights an 82% Physical, 1% Hybrid, and 17% Remote job distribution.

U.S. Private Bank - Private Banker - Vice President or Executive Director

JPMorgan Chase & Co.

Milwaukee, WI • On-site

Full-time

Medical, Retirement

Re-posted 2 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

72nd of 171 rated banks

Job description


We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from existing client base and new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills
  • Six plus years of work experience in Private Banking or Financial Services
  • Bachelor's Degree required
  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven sales success and strong business acumen
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Focuses on the client experience and works tirelessly on the client's behalf

Preferred Qualifications, Capabilities, and Skills
  • MBA, JD, CFA, or CFP preferred
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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