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Associate Trader II, Wealth Management Advice & Solutions
Edward Jones
- 🇺🇸 United States
- On-site
- 1 day ago
- SIE
- Series 7
- Windows
- Risk Management
- Bloomberg
- Power BI
- Tableau
- VBA
- SQL
- Python
- CFP
- CFA
- Pension
1 day ago
Opportunity Overview
Team Overview
Within the Edward Jones culture of partnership, the Agent & Program Trading Team plays a critical role in supporting the firm's retail fixed income trading activities. The team is responsible for facilitating client trading activity across multiple programs and fixed income product types, including CDs, Treasuries, Mortgage-Backed Securities, Municipal Bonds, Corporate Bonds, and other fixed income investments. By delivering competitive pricing, strong execution quality, and best execution for client orders, the team helps support the unique needs of more than 8 million clients across the U.S. and Canada.
As an Associate Trader II, you will take on increasing responsibility for trade execution, market analysis, client facilitation, and business improvement initiatives. This role offers the opportunity to deepen your capital markets knowledge, develop expertise across a broad range of fixed income products and client trading programs, and contribute to a highly collaborative environment focused on client service, operational excellence, and continuous improvement.
What You'll Do
- Execute Agent and Program Trading responsibilities with limited guidance while facilitating client trading activity and supporting best execution across multiple fixed income products and programs.
- Demonstrate understanding of market analytics, including economic, credit-specific, monetary policy, and geopolitical impacts on fixed income markets and trading activity.
- 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.
- Utilize data and analytical tools to support trading decisions, business monitoring, and performance measurement.
- Complete projects supporting the trading team's business plan, including operational excellence, process improvement, and automation initiatives.
Position Requirements
What Experience Do You Need
- B.A./B.S. degree in Business, Economics, Finance, or quantitative-related field, or related experience
- 9+ months of financial services experience required; capital markets experience preferred
- Strong analytical, problem-solving, and communication skills
- Ability to effectively prioritize responsibilities and perform in a fast-paced trading environment
- SIE, Series 7, 52, and 66 required (or obtained within 6 months depending on licensing windows)
- Position is not remote eligible, it will be based in office in either St. Lous, Mo or Tempe, AZ.
What Could Set You Apart
- Experience trading or supporting fixed income products and markets
- Working knowledge of capital markets analytics, trading strategies, and risk management techniques
- Working knowledge of internal and external trading systems and related tools, including Bloomberg and other third-party electronic trading platforms
- Experience identifying and implementing process improvements that enhance efficiency, controls, or client outcomes
- Proficiency in non-trading applications or coding languages (i.e., Microsoft Suite, Power BI, Tableau, VBA, SQL, Python, etc.)
- Experience working with trading technology platforms, electronic trading workflows, or automation initiatives
- CFP, MBA, CFA, CPA, or working toward applicable designation(s)
Company Description
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View ourPurpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades:Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades:Insights & Information Blog Postings about Edward Jones
EEO Statement
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Salary Information
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit ourbenefits page.- Position Schedule: Full-Time
- Posting Location: Arizona, Tempe, Missouri, St. Louis
- External Work Arrangements: Campus-Based, Onsite
- Position Type: Home Office
- Recruiter: Karen Seely
- Country: United States
- Search Headquarters Positions by Area of Interest: Investment Products and Strategy
Associate Trader II, Wealth Management Advice & Solutions · Edward Jones