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Job summary
A financial services company in Minnesota is seeking a candidate to produce trade ideas and develop marketing materials related to fixed income securities. You will facilitate account reviews and educate financial advisors about product capabilities through meetings and presentations. The ideal applicant will possess strong analytical skills and understand fixed income markets, contributing to the betterment of client portfolios.
Qualifications
Strong understanding of fixed income securities and market conditions.
Ability to develop educational materials and communicate effectively.
Experience with account reviews and client portfolio management.
Responsibilities
Produce taxable and tax-exempt trade ideas based on market conditions.
Facilitate account reviews for client portfolio enhancements.
Educate FAs on fixed income products through in-person and virtual meetings.
Job description
A financial services company in Minnesota is seeking a candidate to produce trade ideas and develop marketing materials related to fixed income securities. You will facilitate account reviews and educate financial advisors about product capabilities through meetings and presentations. The ideal applicant will possess strong analytical skills and understand fixed income markets, contributing to the betterment of client portfolios.