Fixed Income Advisory Trader

Janney Montgomery Scott LLC; Philadelphia (Philadelphia County); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

$2,000 referral bonus

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC is seeking a Fixed Income Advisory Trader based in Philadelphia. The role focuses on executing fixed income trades across multiple platforms for the Firm’s network of over 850 Financial Advisors, while adhering to best execution standards and regulatory obligations.

Primary duties include portfolio construction, bond ladders, and proactive idea generation, with a strong emphasis on client service and market awareness.

Qualifications

• 2–5 years of experience in the financial services industry aligned with the role responsibilities.
• Series 7 and 63/65/66 licenses are required.
• Strong Excel and Bloomberg skills are essential.
• Ability to develop trade ideas through relative value and fundamental analysis.
• Attention to detail and clear written and verbal communication.

Responsibilities

• Handle daily retail fixed income trade execution across multiple platforms.
• Process trades across multiple asset classes.
• Utilize tools to access liquidity in the market place.
• Proactively monitor market developments and trading opportunities.
• Manage trade flow and street contacts.
• Follow regulations and internal procedures, including quality of execution, pricing, and compliance policies.

Skills

Organization & Time Management

Client Service

Teamwork & Collaboration

Communicating Effectively

Education

Series 7 license

Series 63/65/66 licenses

Tools

Microsoft Excel

Bloomberg

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Fixed Income Advisory Trader will be primarily responsible for providing execution services for all Fixed Income instruments for the Firm’s network of over 850 Financial Advisors (FAs) while adhering to best execution standards, internal policies, and regulatory obligations. Secondarily, the individual selected for this role will be responsible for portfolio construction, bond ladders, and other one-off initiatives while providing pro‑active idea generation and best‑in‑class service. This role is based in Philadelphia with full time in the office required.

What You Are Good At

• Organization and Time Management: Possessing the ability to take on multiple requests at once and effectively complete tasks in a time efficient manner.
• Client Service: Meeting and exceeding customer expectations by providing timely and attentive responses to client requests.
• Teamwork & Collaboration:Connecting with others in a way that fosters trust, creates collaborative relationships, and preserves established team culture.
• Communicating Effectively:Must be able to effectually communicate verbally and in writing with senior level leadership and financial advisors

Duties And Responsibilities

• Handle daily retail fixed income trade execution across multiple platforms
• Process trades across multiple asset classes
• Utilize tools to access liquidity in the market place
• Proactively keep on top of market developments and trading opportunities
• Manage trade flow and street contacts
• Follow regulations and internal procedures, including quality of execution, pricing, and compliance policies

Required Skills

• Strong understanding of financial markets, instruments and strategies
• Strong Microsoft Excel and Bloomberg skill
• Ability to develop trade ideas based on relative value, and fundamental analysis
• Excellent attention to detail
• Ability to leverage technology and learn new trading platforms
• Strong service orientation
• Strong written and verbal communication skills

Required Experience

• 2 – 5 years’ experience in the financial services industry that is aligned with the specific responsibilities of the role
• A demonstrated track record of consistently meeting and/or exceeding performance expectations
• Series 7 and 63, 65 or 66 license required

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Attracting, hiring, and retaining diverse talent is a priority for the firm. We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.