High Net Worth Bond Desk Consultant

skillventory - A Leading Talent Research Firm

Join Fidelity as a HNW Bond Desk Consultant, supporting affluent fixed-income clients. Collaborate with internal partners and conduct client outreach to enhance client relationships.

Posted 4/24/2026full-timeBoston • Colorado, Massachusetts • 🇺🇸 United StatesSeniorLead💰 $110,000 - $222,000 per yearWebsite

About the role

Key responsibilities & impact

Provide backup coverage for inbound client calls during consultant unavailability
Conduct outbound client outreach related to new issue municipal offerings & bond maturities
Prepare bond proposals and fixed income analytical reports
Build high touch, trusted client relationships
Collaborate 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

Requirements

What you’ll need

Bachelor’s degree required
FINRA Series 7 and 63 licenses required
Minimum of seven years of fixed income sales and client-facing experience preferred
Strong understanding of the new issue municipal market and the underwriting process
Experience using Bloomberg
Preferred qualifications include experience with FocusPoint/Genesys, and Salesforce
Passion for relationship building and partnering

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

fixed income salesbond proposalsanalytical reportsunderwriting processclient outreach

Soft Skills

relationship buildingcollaborationtrust building

Certifications

Bachelor's degreeFINRA Series 7 licenseFINRA Series 63 license