Associate Trader II, Wealth Management Advice & Solutions

About the role

Execute agent and program trades across fixed income products, analyze market conditions, support client trading inquiries, and ensure best execution and regulatory compliance. Use trading systems and analytical tools to monitor performance and contribute to operational improvement, automation, and other team initiatives. A bachelor's degree in business, economics, finance, or a quantitative-related field—or related experience—is required, along with at least nine months of financial services experience; capital markets experience is preferred. Candidates need strong analytical, problem-solving, and communication skills, the ability to prioritize in a fast-paced trading environment, and the SIE, Series 7, Series 52, and Series 66 licenses, either already held or obtained within six months depending on licensing windows.