High Net Worth Bond Desk Consultant

Fidelity Investments•Greenwood Village, CO

23h•Hybrid

About The Position

You will join a dynamic team of 14 High Net Worth (HNW) Bond Desk Consultants who provide fixed income guidance and advice to individual investors with $3 million or more in bond assets held at Fidelity. The team manages a substantial book of business encompassing more than 8,200 HNW households, representing over $98.3 billion in total client assets and $32.48 billion in individual fixed income securities. As a HNW Bond Desk Consultant, you will support Fidelity’s most affluent fixed-income clients as part of a 15-person consultant team. Initially, you will serve as a backup consultant across three regional coverage models: West/Central, Southeast/Central, and Northeast. You will serve as a critical point of connection for VPFCs, PWM Advisors & RMs, and Executive Services teams. Investor Centers, Private Wealth Management, and Executive Services partners rely on the Bond Desk to deliver industry-leading client experiences and personalized guidance for individual fixed income securities.

Requirements

Bachelor’s degree required
FINRA Series 7 license required
FINRA Series 63 license required
Minimum of seven years of fixed income sales and client-facing experience
Strong understanding of the new issue municipal market and the underwriting process
Experience using Bloomberg
Ability to listen effectively, assess client needs, and deliver thoughtful, suitable fixed income solutions
Strong time management skills
Proactive phone presence
Collaborative team-oriented approach
In-depth knowledge of the fixed income markets with the ability to communicate concepts clearly to both sophisticated and novice investors
Professional composure and patience when navigating challenging client or trader interactions

Nice To Haves

Experience with FocusPoint/Genesys
Experience with Salesforce
Passion for relationship building and partnering

Responsibilities

Providing backup coverage for inbound client calls during consultant unavailability
Conducting outbound client outreach related to new issue municipal offerings & bond maturities
Preparing bond proposals and fixed income analytical reports
Building high touch, trusted client relationships
Collaborating closely with internal partners, including Vice President Financial Consultants (VPFCs), Regional Brokerage Consultants (RBCs), Executive Services (ES), and Relationship Managers (RMs) and Advisors within the Private Wealth Management (PWM) group
Providing a warm, professional, and approachable client experience that establishes a primary fixed income relationship
Making outbound calls to discuss new issue municipals, relevant secondary market opportunities, and upcoming bond maturities
Designing and delivering bond ladders and customized fixed income solutions aligned to client goals
Producing and reviewing fixed income analytical reports during scheduled client appointments
Onboard new clients
Develop strong relationships
Retain a dedicated client base
Provide accurate, reliable trade execution that underpins strong client relationships and retention