Fixed Income Associate

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80000 households from our over 140 offices - and growing - nationwide.

Since 1997 Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information please visit .

We are seeking a detail-oriented and analytical Fixed Income Associate to join our Investment Management team. This role provides critical support to Wealth Enhancement Advisory Services (WEAS) as an RIA and contributes directly to the research execution and oversight of fixed income portfolios. The ideal candidate is a proactive problem solver with strong technical skills and a passion for financial markets.

In the spirit of pay transparency we are excited to share the base salary range for this position is $65000.00 to $75000.00 exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations so lets have one.

Primary Job Functions

Departmental Support for Fixed Income Teams

• Assist Fixed Income (FI) teams with administrative operational and workflow tasks.

• Support research analysis and documentation of bond portfolios.

• Contribute to the creation and maintenance of departmental materials and processes.

Daily Support for Portfolio Managers

• Prepare marketing materials and manage credit filings.

• Ensure accurate and timely trade settlement processes.

• Create update and analyze market graphs to support investment decision-making.

• Recommend and implement process improvements to increase team efficiency.

Sales Support & Financial Planning

• Develop and prepare financial planning tools and marketing materials for client-facing presentations.

• Support sales teams with highquality resources and data-driven insights.

CrossDepartmental Collaboration

• Partner with internal teams to streamline workflows and support firm-wide initiatives.

• Promote collaboration continuous improvement and operational excellence.

Core Investment & Analytical Functions

• Securities Research & Market Analysis: Conduct research on fixed income securities evaluate market trends and synthesize insights to support investment decisions and risk management.

• Trade Execution Support: Prepare trade tickets process custodial-level client allocations and monitor trade settlements.

• Reporting & Marketing Support: Produce internal reports quarterly/annual charts and custom deliverables for investment reviews.

• Credit Risk Monitoring: Maintain credit files for corporate and municipal bonds including collecting key financial data and assessing creditworthiness.

• Technology Integration: Support the development and enhancement of analytic tools through programming and data automation.

Education & Qualifications

• Bachelors degree (or equivalent experience) in Business Finance Economics Mathematics or Sciences (e.g. physics chemistry).

• 03 years of experience working with financial markets modern portfolio theory or asset allocation principles.

• Proficiency in Python C VBA or other widely used programming languages; formal training in application development is a plus.

• Understanding of basic risk management concepts and experience with standard risk management tools.

• Strong organizational skills with the ability to prioritize multiple tasks and deadlines.

• Demonstrated critical thinking problem-solving ability and attention to detail.

• Strong communication skillsable to deliver complex investment concepts clearly and concisely.

• Competence with AI prompting tools such as Microsoft Copilot and ChatGPT.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience qualifications skills and credentials; tenure cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws we must disclose the entire salary grade. The entire salary grade for those who are classified as the Individual Contributor level is $58300.00 to $81600.00. However the base salary range bolded above is what we expect to pay as a starting range for this position.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness financial well-being professional development and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical dependent and transit expenses

• Life and AD&D insurance employer paid and voluntary options

• Short-term and long-term disability workers compensation employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits including pet insurance

• 18 days of paid time off (PTO) accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition licensing and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time file documents in high or low cabinets to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race color religion sex national origin age disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.