How You'll Spend Your Time You will work to develop relationships and knowledge in the fixed income space You will be fully educated to represent the fixed income lifecycle You will be familiar with the customer base of the Investment Sales Officers You will present and deliver customer presentations You will call and have communication with contacts of sale of securities with prospective customers Education & Experience Requirements This level of knowledge is normally acquired through completion of Bachelor's Degree in Finance or related field of study and 0-1 years of directly related experience in fixed income securities and/or 4-5 years of experience or equivalent combination of education and experience. General knowledge of primary investment markets, products, and services and the ability to determine specific customer needs, implement strategies, and offer products to meet those needs Basic knowledge of taxable and tax-free bond sales Excellent PC skills including word processing and spreadsheet applications Excellent customer relations and sales skills Excellent interpersonal, verbal, and written communication skills Must hold SIE, Series 7, and 63 licenses.