Assist financial advisors with fixed income proposals, reviews, general strategies, and related questions via various communication channels
Job Summary
Assist financial advisors with fixed income proposals, reviews, general strategies, and related questions via various communication channels.
Manage technology platforms within the department and train associates on their utilization, including BondDesk Trading and Portfolio Solutions.
The company offers a benefits package that may include medical, dental, vision, life insurance, disability benefits, retirement savings, and paid time off.
Matching Summary
Assist financial advisors with fixed income proposals, reviews, general strategies, and related questions via various communication channels.
Skills & Requirements
Must-have
Fixed income products analysis
Technology platform management
Financial advisor support
Fixed income proposals and reviews
Communication of technical concepts
Nice-to-have
Client-first focus
Integrity and independence
Conservative long-term view
Authentic self-expression
Continuous evolution of firm
Key Requirements
3 to 6 years general experience
Bachelor's degree in Accounting, Business Administration, or Finance
Ability to obtain SIE, FINRA Series 7, 52, and 66 within one year