Fixed Income Trader Consultant - Remote
Core
Trusted advisor to clients and Financial Representatives on securities transactions across equities, fixed income, and options, executing complex trades and guiding investment strategies.
Role type
Senior IC Fixed Income Trader Consultant
Builds
Securities transactions (equities, fixed income, options) for retail clients and Financial Representatives
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Fixed income trading, FINRA/SEC regulatory compliance, trade execution, client suitability assessment, complex trading scenario guidance, mentoring, process improvement
Preferred skills
Project management, cross-functional leadership, workflow optimization
Technologies
Trading systems, compliance platforms
Responsibilities
Execute complex securities trades including bond ladders and options strategies; mentor new team members on trade execution and systems; manage account transitions and administrative coordination; develop educational communications for the field; maintain compliance with FINRA/SEC/MSRB regulations.
Seniority
Senior, hands-on IC with mentoring responsibilities
