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Fixed Income Trader 

Division Cadaret Grant & Co. Inc.  
Position Fixed Income Trader  
Location Syracuse, NY  
Full-Time/Part-Time Full-Time  

Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are looking for a Fixed Income Trader to join our organization. In this role, you will be responsible for the trading of all fixed income products including treasury securities, agencies, corporate bonds, municipal bonds, mortgage-backed securities, structured notes, market linked CD’s and brokerage CD’s. The successful candidate must demonstrate strong analytical, quantitative, technological, communication and relationship building skills all while operating in a fast-paced high stress environment. Additionally, you must be knowledgeable of and able to discuss current market and economic conditions. You will use multiple programs, technologies, and electronic trading platforms such as, Bloomberg, ICE Bond Point, The Muni Center, NETX 360, Microsoft Excel and Word. Most importantly, you'll work closely with financial professionals who tend to lean heavily on the knowledge, relationships and expertise of the desk when considering the complexities and features of fixed income products along with the unique needs of their clients.

Duties and Responsibilities:

  • Be apprised of current market and economic conditions.
  • Stay informed on regulatory changes and challenges.
  • Assist advisors in finding bond offerings that satisfy the client’s unique parameters.
  • Construct sample bond ladders and check a month portfolio for advisors.
  • Purchase or sell bonds to the street at the request of the advisors.
  • Input all fixed income trades into the Pershing/Fidelity systems.
  • Compile and review daily fixed income trade blotter.
  • Complete any necessary error reports.
  • Review weekly CD offerings and monthly rate updates for the website.
  • Review all trading related content on the website.
  • Review daily regulatory reports against the trade blotter (TRACE and MSRB).
  • Generate monthly marketing reports and content for The Edge.
  • Build and maintain competitive relationships with other fixed income dealers.
  • Review new technologies for the fixed income desk.
  • Perform fixed income pre trade regulatory responsibilities (product review, best execution, and material events disclosures).
  • Develop and manage fixed income marketing campaign.
  • Fixed income product research.
  • Compile and review monthly regulatory reports (FINRA TRACE & MSRB)
  • Compile and review daily and monthly fixed income reports for management.
  • Update department procedures when applicable.
  • Perform tasks assigned by the Trading Manager and/or Assistant Manager.
Position Requirements

Qualifications and Skills:

  • Series 7 and 63 Licenses are required.
  • Series 24 and 53 license are a plus.
  • 5 to 7 years related experience and/or training or equivalent combination of education and experience in Fixed Income products
  • Bachelor’s degree or equivalent job experience required.
  • Knowledge of Pershing clearing is critical.
  • A good understanding of bond operations is important.
  • Quick problem solving and prioritizing is essential.
  • Good record and contact keeping is mandatory.

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

  • Medical insurance
  • Dental insurance
  • Prescription drug benefits
  • Vision insurance
  • Retirement savings 401(k) plan with matching
  • Paid time off
  • Paid holidays
  • Critical illness insurance
  • Veterinary pet insurance
  • Employee assistance program
  • Life insurance
  • Short & long-term disability insurance
  • Legal plan

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with nearly $100 billion of assets under administration. For more information, please visit

It’s time for the next step in your career. Apply now.


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