1

Fixed Income Trading Assistant Jobs in Missouri (NOW HIRING)

... fixed income securities, and advanced trading, research, and management technology. This role can be based in any of our US offices. Responsibilities * Publishes high quality, comprehensive analysis ...

Be Seen First

... fixed income markets * Contribute to quality investment purchases through proactive research and evaluation of credit quality of prospective companies. * Assist in maximizing portfolio returns and ...

Manager, Income Tax

Saint Louis, MO · On-site

$103K - $136K/yr

Establish and maintain process controls for SOX compliance * Assist with various process ... Prepare and review supporting trial balances, fixed asset reports and other tax work papers

Alter Trading Corporation offers competitive salary and benefits to include medical, dental, vision ... Perform root cause analysis on recurring problems and implement lasting fixes * Coordinate with ...

Showing results 21-40

Fixed Income Trading Assistant information

What does a fixed income trading assistant do during fast-paced market activity?

A Fixed Income Trading Assistant plays a vital role in ensuring smooth trade execution by handling trade bookings, reconciling discrepancies, and managing real-time data entry during busy market periods. They often monitor multiple communication channels, coordinate with back-office and compliance teams, and help traders manage risk by providing timely updates on trade statuses. This fast-paced environment requires strong attention to detail and the ability to prioritize tasks quickly, as errors can have significant financial impacts.

How to become a fixed income trading assistant?

To become a fixed income trading assistant, candidates typically need a bachelor's degree in finance, economics, or a related field. Relevant skills include knowledge of financial markets, proficiency with trading platforms and Excel, and strong analytical abilities; some roles may also require certifications like the CFA Level I. Gaining experience through internships or entry-level finance roles can also improve prospects in this specialized field.

What are the key skills and qualifications needed to thrive as a fixed income trading assistant?

To thrive as a Fixed Income Trading Assistant, you need strong analytical skills, attention to detail, and a solid understanding of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with trading platforms (like Bloomberg or Tradeweb), proficiency in Excel, and sometimes FINRA licenses such as Series 7 or 63 are commonly required. Excellent communication, organizational skills, and the ability to work efficiently under pressure are valuable soft skills in this role. These skills and qualifications ensure accuracy in trade execution, effective support for traders, and reduced operational risk in a fast-paced trading environment.

Is a fixed income trading assistant a good job?

A fixed income trading assistant role involves supporting traders in bond and debt securities transactions, requiring strong analytical skills and knowledge of financial markets. It can be a good entry point into finance, offering exposure to trading operations and potential career advancement, but it often involves fast-paced work and attention to detail. Compensation and job satisfaction depend on the firm, location, and individual performance.

What is a fixed income trading assistant?

A Fixed Income Trading Assistant supports traders who buy and sell fixed income securities such as bonds, treasury notes, and other debt instruments. They are responsible for trade execution support, trade booking, monitoring settlements, and ensuring compliance with regulations. Their role also includes handling administrative tasks, preparing reports, and communicating with other departments to ensure smooth trading operations. This position requires strong analytical skills, attention to detail, and knowledge of financial markets, especially in the fixed income sector.

What is the difference between Fixed Income Trading Assistant vs Fixed Income Analyst?

AspectFixed Income Trading AssistantFixed Income Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are a plusRequires a bachelor's degree; CFA or similar certifications often preferred
Work EnvironmentSupports trading desks, works closely with traders, fast-paced environmentAnalyzes market data, prepares reports, more research-focused
Employer & Industry UsageUsed in investment banks, asset management firms, trading desksFound in asset management firms, investment banks, research institutions

The main difference is that Fixed Income Trading Assistants support trading activities and execute orders, while Fixed Income Analysts focus on market research and analysis. Both roles require similar educational backgrounds and certifications, but their daily tasks and work environments differ significantly.

What are popular job titles related to Fixed Income Trading Assistant jobs in Missouri? For Fixed Income Trading Assistant jobs in Missouri, the most frequently searched job titles are:
What job categories do people searching Fixed Income Trading Assistant jobs in Missouri look for? The top searched job categories for Fixed Income Trading Assistant jobs in Missouri are:
What cities in Missouri are hiring for Fixed Income Trading Assistant jobs? Cities in Missouri with the most Fixed Income Trading Assistant job openings:
Infographic showing various Fixed Income Trading Assistant job openings in Missouri as of July 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Financial Planner Associate (Larson University)

LARSON FINANCIAL HOLDINGS, LLC

Saint Louis, MO

Full-time

Re-posted 19 days ago


Job description

Description:

At Larson Financial Holdings, LLC we are seeking eager aspiring Financial Planner Associates to participate in a structured 90-day development program designed to build the knowledge, skills, and licensing requirements necessary for a successful career in financial planning and wealth management. This role combines classroom learning, securities licensing preparation, client service exposure, and direct mentorship from Financial Planners and Client Service Associates.


The associate will progressively develop expertise in investment products, regulatory requirements, financial planning concepts, client onboarding, and compliance while preparing for and obtaining the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.


Key Responsibilities

Client Service & Operations

  • Shadow Client Service Associates (CSAs) to learn client intake, onboarding, account maintenance, and service processes.
  • Observe client interactions and assist with administrative and operational workflows.
  • Learn account documentation requirements and client record management procedures.
  • Develop an understanding of client service standards and best practices.

Financial Planning Exposure

  • Observe Financial Planner meetings and client consultations.
  • Participate in financial planning development sessions and plan implementation reviews.
  • Gain experience evaluating client goals, risk tolerance, and investment objectives.
  • Learn suitability standards and recommendation processes.

Investment & Securities Knowledge

  • Develop a strong understanding of capital markets and securities industry fundamentals.
  • Learn characteristics, risks, and applications of:
    • Equities
    • Fixed income securities
    • Mutual funds
    • Exchange-traded funds (ETFs)
    • Options and derivatives
    • Alternative investments
    • Retirement plans
    • Investment company products
  • Build knowledge of portfolio construction and risk management principles.

Compliance & Regulatory Education

  • Study federal and state securities regulations.
  • Learn FINRA rules, prohibited activities, and industry compliance requirements.
  • Understand suitability standards, trading regulations, and account management procedures.
  • Develop knowledge of fiduciary responsibilities and ethical business practices.

Licensing & Professional Development

  • Complete structured training curriculum and assigned educational materials.
  • Attend training sessions, workshops, and licensing preparation courses.
  • Create study materials, including flashcards and practice reviews.
  • Complete benchmark assessments and practice examinations.
  • Successfully obtain:
    • Securities Industry Essentials (SIE)
    • Series 7 License
    • Series 66 License
Requirements:
  • Bachelor’s degree or equivalent professional experience.
  • Strong interest in financial planning, wealth management, and investment advisory services.
  • Excellent communication and interpersonal skills.
  • Strong organizational and time-management abilities.
  • Ability to learn complex financial and regulatory concepts.
  • Demonstrated commitment to professional development and licensing success.

Preferred

  • Degree in Finance, Business, Economics, Accounting, or related field.
  • Previous client service, financial services, or internship experience.
  • Familiarity with financial markets and investment concepts.

Success Metrics

  • Completion of assigned training curriculum and coursework.
  • Achievement of benchmark scores on licensing practice examinations.
  • Successful attainment of SIE, Series 7, and Series 66 licenses.
  • Demonstrated understanding of compliance and regulatory requirements.
  • Positive participation in client service, planning, and operational activities.
  • Readiness to transition into an advisory or financial planning support role.

Core Competencies

  • Client Focus
  • Professional Communication
  • Analytical Thinking
  • Regulatory Awareness
  • Attention to Detail
  • Learning Agility
  • Time Management
  • Teamwork & Collaboration
  • Ethical Decision-Making

Not eligible for benefits – this is a temporary 90-day position, full-time offer / employment is dependent on passing SIE, Series 7, and 66 exams 


PId469c56752ff-25405-40780991