Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and ...
Quick apply
Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and ...
Quick apply
Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and ...
$68K - $100K/yr
Prepares trade support materials and coordinates with Treasury and broker-dealers to ... Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries ...
$68K - $100K/yr
Prepares trade support materials and coordinates with Treasury and broker-dealers to ... Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries ...
$68K - $100K/yr
Prepares trade support materials and coordinates with Treasury and broker-dealers to ... Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries ...
$68K - $100K/yr
Prepares trade support materials and coordinates with Treasury and broker-dealers to ... Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries ...
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and ...
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and ...
Portland, OR · On-site +1
$19 - $25.75/hr
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and ...
Portland, OR · On-site +1
$19 - $25.75/hr
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and ...
$250K - $300K/yr
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC ...
$250K - $300K/yr
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC ...
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private ...
New
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private ...
New
... trading connectivity and RIA account onboarding. * Define and publish standard implementation timelines by custodian and complexity level (e.g., standard equity, fixed income, multi-custodian) to set ...
... trading connectivity and RIA account onboarding. * Define and publish standard implementation timelines by custodian and complexity level (e.g., standard equity, fixed income, multi-custodian) to set ...
... to-end trading lifecycle and products including equities, fixed income, FX, commodities, and derivatives. * Minimum 5+ years of external consulting/program management experience leading complex ...
... to-end trading lifecycle and products including equities, fixed income, FX, commodities, and derivatives. * Minimum 5+ years of external consulting/program management experience leading complex ...
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC ...
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC ...
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC ...
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC ...
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC ...
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC ...
OR · On-site +1
$129K - $150K/yr
... process for fixed income, pure equity, and mixed funds. What ideal qualifications, skills ... Resolving conflicts in tax optimization matrix record between trading threshold and restriction and ...
OR · On-site +1
$129K - $150K/yr
... process for fixed income, pure equity, and mixed funds. What ideal qualifications, skills ... Resolving conflicts in tax optimization matrix record between trading threshold and restriction and ...
Eugene, OR · On-site
$24.92 - $28.32/hr
... fixed income, mutual fund and variable annuity transactions under the direction of the firm principal or advisors. Ensures RMD's and Advisory reviews are done annually. * Executes trades as directed ...
Eugene, OR · On-site
$24.92 - $28.32/hr
... fixed income, mutual fund and variable annuity transactions under the direction of the firm principal or advisors. Ensures RMD's and Advisory reviews are done annually. * Executes trades as directed ...
Eugene, OR · On-site
$24.92 - $28.32/hr
... fixed income, mutual fund and variable annuity transactions under the direction of the firm principal or advisors. Ensures RMD's and Advisory reviews are done annually. * Executes trades as directed ...
Eugene, OR · On-site
$24.92 - $28.32/hr
... fixed income, mutual fund and variable annuity transactions under the direction of the firm principal or advisors. Ensures RMD's and Advisory reviews are done annually. * Executes trades as directed ...
... trade professionals. In Oregon, AMBA is theexclusive endorsed providerfor the Oregon Retired ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... trade professionals. In Oregon, AMBA is theexclusive endorsed providerfor the Oregon Retired ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... trade professionals. In Oregon, AMBA is the exclusive endorsed provider for the Oregon Retired ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... trade professionals. In Oregon, AMBA is the exclusive endorsed provider for the Oregon Retired ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Redmond, OR · On-site
$90K/yr
... trade professionals. In Oregon, AMBA is the exclusive endorsed provider for the Oregon Retired ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Redmond, OR · On-site
$90K/yr
... trade professionals. In Oregon, AMBA is the exclusive endorsed provider for the Oregon Retired ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Portland, OR · On-site
$90K/yr
... trade professionals. In Oregon, AMBA is the exclusive endorsed provider for the Oregon Retired ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
Portland, OR · On-site
$90K/yr
... trade professionals. In Oregon, AMBA is the exclusive endorsed provider for the Oregon Retired ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... trade professionals. In Oregon, AMBA is the exclusive endorsed provider for the Oregon Retired ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
... trade professionals. In Oregon, AMBA is the exclusive endorsed provider for the Oregon Retired ... income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
$46K - $60.6K
8% of jobs
$60.6K - $75.1K
14% of jobs
$77.9K is the 25th percentile. Wages below this are outliers.
$75.1K - $89.7K
18% of jobs
$89.7K - $104.2K
10% of jobs
The median wage is $104.7K / yr.
$104.2K - $118.8K
17% of jobs
$128.2K is the 75th percentile. Wages above this are outliers.
$118.8K - $133.4K
13% of jobs
$133.4K - $147.9K
6% of jobs
$147.9K - $162.5K
9% of jobs
$162.5K - $177K
1% of jobs
$177K - $191.6K
2% of jobs
$191.6K - $206.2K
2% of jobs
$46K
$114.9K
$206.2K
| Aspect | Fixed Income Trading | Fixed Income Sales |
|---|---|---|
| Primary Role | Executing bond and debt security trades for clients or firm | Building client relationships and selling fixed income products |
| Work Environment | Fast-paced trading floors, financial institutions | Client-facing, relationship management |
| Required Skills | Market analysis, trading strategies, quick decision-making | Communication, client service, product knowledge |
| Certifications | Series 7, 63, 65/66 often required | Series 7, 63, 65/66 often required |
Fixed Income Trading involves executing bond trades and managing market risks, focusing on market strategies and quick decision-making. Fixed Income Sales centers on client relationships and selling fixed income products, emphasizing communication and client service. Both roles often require similar certifications and work within the same industry environment, but their core functions differ significantly.

Portland, OR
$100K - $150K/yr
Full-time
Re-posted 19 days ago
CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations.
We offer a competitive total rewards package including:
INSTITUTIONAL FIXED INCOME SALES GENERALIST or CREDIT SPECIALIST (Investment Grade & High Yield)
Open to any of our existing office locations: New York, NY | Atlanta, GA | Chicago, IL | Los Angeles, CA | San Francisco, CA | Portland, OR | Cleveland, OH
Joining a veteran team operating in a dynamic sales and trading environment, the right candidate will thrive in our flat organizational structure that allows for direct interaction with our elite Wall Street executive leadership. The fixed income team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis.
We are hiring multiple individuals across our regional offices and are specifically seeking sales professionals with experience in Rates, Corporates, and Structured Products who can leverage client relationships across our robust capital markets platform.
NOTE: Only experienced candidates with relationships and a book of business will be considered.
Essential Responsibilities
Required Qualifications
Base Salary Range: $100,000-$150,000
Incentive: Draw + Commissions
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.
Please do not solicit employees of the firm directly regarding open positions.
Sourced by ZipRecruiter
Finance and insurance
11 - 50 Employees
New York, NY, US
2006