degree in business, economics, finance, or quantitative-related field • Series 7 and 66 required or obtained within 6 months of hire • 9 months of financial service experience required, capital markets preferred • Successful completion of Associate Trader I responsibilities or equivalent industry experience • Basic knowledge of capital markets analytics, trading strategies, and risk management techniques • Basic knowledge of internal and external trading systems and related tools, including but not limited to Bloomberg, DSTS, and 3rd-party electronic trading platforms. impacts • Deliver client service excellence by researching and resolving general and non-routine branch inquiries • Ensure best execution and understand all firm and industry regulatory requirements • Establish an in-depth understanding of internal and external trading systems and related tools • Complete projects to support the trading desks business plan, including assisting with operational excellence initiatives.