Fixed Income Specialist

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Responsible for having an understanding of fixed income products in order to support advisors with growing their fixed income business. Identify and promote fixed income trading ideas and strategies. Build and maintain positive and professional relationships with advisors and other external business partners.

Key Responsibilities

• Demonstrate an expert understanding of fixed income products and proactively provide fixed income trade ideas and strategies to Advisors.

• Skillfully deepen relationships with advisors within territory and articulate how capital markets trading activities and trends influence client’s product holdings. Responsible for a geographic area of coverage to support advisor sales of fixed income products.

• Cultivate the deep understanding and present fixed income portfolio ideas and recommendations to advisors in a proactive way.

• Demonstrate the communication skills, etiquette and confidence to convey fixed income concepts into information that is digestible by varied audiences. Provide expert fixed income guidance to advisors that is crucial to the successful implementation as well as on-going servicing of the affluent account.

• With guidance, understand and translate the strategic economic views of the firm, IRG (Investment Research Group), and the trading desk into actionable portfolio recommendations that are aligned with the Firms’ overall outlook. Provide input to help shape the investment strategy messaging in partnership with wealth management, IRG and marketing.

• Support fixed income trading strategists with portfolio creation and rebalancing ideas.

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  Required Qualifications

• 3+ years of relevant experience

• Ability to gain Series 7 within reasonable time of hiring

• Active to gain Series 63/66 within reasonable time of hiring

• Demonstrated knowledge of fixed income securities, financial markets, portfolio strategy, economics and marketing products

• Advanced understanding of fixed income regulatory issues

• Proven ability to build strong partnerships & relationships and coach and influence appropriately

Base Pay Salary

The estimated base salary for this role is $75,000- $85,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

Full time

Exempt

Sales

CLEAR Clearing

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.