Fixed Income Specialist

Category: Sales
Location: Jersey City, NJ
Job ID: 12036
Posted Date: April 23, 2019

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

RESPONSIBILITIES

SUMMARY

E*TRADE is strategically investing and growing its sales network and the available product offering to meet our client’s investment and income needs. We are growing our fixed income offering which will require working closely with the sales network of Financial Consultants (FC) and Relationship Managers (RM) to include a more robust offering and drive business.

E*TRADE currently has a unique opportunity for you to be part of a growing internal sales/support team covering E*TRADE’s sales network. The position is a referral based sales position, which will primarily assists FCs and RMs with their client’s fixed income investment needs and will provide direct selling of more specialized products in addition to fixed income securities. You will interface directly with the E*TRADE Fixed Income Trading Desk and FCs/RMs to satisfy client’s fixed income investment needs. Individuals should have a deep understanding of the taxable and tax-exempt aspects of fixed income securities and should have experience in supporting financial advisor sales.

RESPONSIBILITIES

  • Introduce and be able to proficiently speak to fixed income asset classes with FCs and Branch Managers including: Corporate Bonds, Municipal Bonds, Agencies, Treasury and Brokered CDs
  • Construct bond ladders, bond barbells, and other fixed income solutions in close consultation with the FCs and their clients
  • Work with FC and RMs to increase Fixed Income balances at the firm
  • Help FCs/RMs with analyzing internal and external bond portfolios
  • Assist FCs/RMs with articulating E*TRADE’s value proposition around Fixed Income
  • Assist FCs/RMs with lead utilization to achieve results
  • Will be responsible for KYC and be the point of sale for municipal bonds, corporate bonds, brokered CDs, government securities, etc.
  • Provide periodic fixed income portfolio reviews for customers and prospects
  • Work closely with Sales Distribution, Training, Branch Managers syndicate and Fixed Income Trading
  • Have the ability to work with Financial Consultants and their clients, as needed
  • Maintain a high level of organization to follow- up effectively on all sales and service related activity
  • Meet or exceed all sales goals, as assigned by management.
  • Proper documentation of all client interactions
REQUIREMENTS

Basic

  • Series 7/63 licenses required (Series 66 preferred), Clean U4
  • A minimum of 3 years of fixed income trading or sales experience

Preferred

  • Series 66 preferred. Series 66 must be obtained in applicable states within 60 days of hire date.
  • Fixed Income product knowledge (brokered cd’s, muni’s, corps, government securities)
  • Strong knowledge of taxable and tax-exempt securities as well as overall financial market concepts
  • Bachelor’s Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training and experience. (1 year of work experience can substitute 1 year of education)
  • Excellent communication, organizational and customer service skills
  • Ability to work independently, exercise sound judgment and manage daily workload
  • Must be flexible, detail-oriented and able to work in a fast-paced team environment with great time management skills

We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.

E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.

Upcoming E*TRADE career events

There are no upcoming events at this time.