BALANCE SHEET SOLUTIONS, LLC
Balance Sheet Solutions, LLC* is a wholly-owned credit union service organization (CUSO) of Alloya Corporate FCU, offering products and services that include ALM Modeling, Portfolio Benchmarking, Share Sensitivity Analysis, Investment Sales**, Investment Advisory Services and more. *Balance Sheet Solutions, LLC is a Securities and Exchange Commission (SEC) registered investment advisor. **Broker/Dealer transactions are facilitated through CU Investment Solutions (ISI), Member FINRA/SIPC. More information can be found at www.balancesheetsolutions.org.
Ideal candidates will have existing institutional investor relationships with credit unions or banks that can be monetized on our platform through the sales of fixed income securities. A candidate should have a successful track record selling/trading one or more of the following: corporate, agency, Treasury, municipal, MBS/CMOs (investment grade) and non-marketable investment options including SimpliCD and/or Corporate Share Certificates. The position is commission based with a draw based upon production. Experience level should be at least 3 years to have a tangible book of business. Compensation structure is negotiable. Series 7 and 63 is a must.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
EDUCATION and/or EXPERIENCE
Series 7 and 63 licenses
3+ years investment sales experience in credit union or banking industry
Proven ability to open and maintain client accounts and manage relationships
Established book of institutional business
Broad experience and knowledge of fixed income products