Trader I - Wealth Management Advice and Solutions

About the role

The Equity Trading Team at Edward Jones is seeking a Trader I to manage the firm's retail equity order flow, execute and monitor orders, and provide exceptional client service.

Responsibilities

• Manage the firm's retail equity order flow, including stocks and ETFs, across various platforms.
• Execute and monitor orders while seeking best execution through trading strategies, liquidity sourcing, and market structure knowledge.
• Identify and access liquidity across different securities, trading venues, and market conditions.
• Apply risk management principles and execution discipline to trading decisions while adhering to regulatory and firm requirements.
• Utilize internal and external trading systems, analytics tools, and market data platforms to support execution quality and workflow management.
• Analyze trading, market, and operational data to generate insights and improve decision-making through reporting, automation, and analytical tools.
• Deliver exceptional service to branch teams by providing timely responses, market insights, and trading-related guidance.
• Identify opportunities to enhance scalability, efficiency, and accuracy through process improvement and workflow automation.
• Develop and maintain productive relationships with internal business partners, broker-dealers, liquidity providers, and other market participants.
• Contribute to strategic initiatives that support the evolution of the firm's equity trading capabilities, technology, and operating model.

Requirements

• Bachelor's degree in Finance, Economics, Business, Mathematics, Data Analytics, or a related quantitative discipline.
• Minimum 18 months of experience within financial services.
• FINRA SIE, Series 7, and Series 63 or 66, required; additional Series 57 license needed within 3 months of hire.
• Demonstrated analytical and problem-solving skills with the ability to assess risk, evaluate alternatives, and make informed decisions.
• Strong quantitative aptitude and high degree of accuracy and attention to detail.
• Strong verbal and written communication skills with the ability to build relationships across diverse stakeholder groups.
• Strong organizational and time management skills with the ability to prioritize effectively in a dynamic environment.

Qualifications

• Experience within equity trading, capital markets, or investment management environments.
• Knowledge of U.S. equity market structure, execution venues, order types, and best execution practices.
• Prior client service experience within a financial services organization.
• Advanced professional designations such as CFA, CFP®, CPA, MBA, or progress toward completion.
• Experience leveraging data and technology to drive business outcomes.
• Proficiency with analytical and reporting tools such as: Databricks, Power BI, Tableau, SQL, VBA, Python, and/or Microsoft Excel.
• Experience with workflow automation, business intelligence, or AI tools.
• Curiosity and passion for financial markets, market microstructure, and trading technology.

Skills

• Strong analytical and problem-solving skills.
• Quantitative aptitude and attention to detail.
• Effective communication and relationship-building abilities.
• Organizational and time management skills.
• Data analysis and technology proficiency.
• Workflow automation and business intelligence experience.
• Passion for financial markets and trading technology.

Benefits

• Medical and prescription drug coverage.
• Dental and vision coverage.
• Voluntary benefits (accident, hospital indemnity, critical illness).
• Short- and long-term disability coverage.
• Basic life and AD&D coverage.
• 401(k) retirement plan.
• Tax-advantaged accounts (health savings account, flexible spending account).
• 15 days of vacation per year.
• Short- and long-term disability, basic life, and basic AD&D coverage provided at no cost.
• Employee Assistance Program.

Pay

Compensation provided for using, not obtaining, the rating.

Schedule

Full-time position.