Trader I - Wealth Management Advice and Solutions

This job posting is anticipated to remain open for 30 days, from 07-Jul-2026. The posting may close early due to the volume of applicants.

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 our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Team Overview

The Equity Trading Team at Edward Jones delivers value to clients through the management and execution of equity orders, including stocks and ETFs. Our team is committed to achieving best execution by seeking liquidity, optimizing price improvement opportunities, and minimizing market impact across a variety of market environments.

Working closely with branch teams and internal business partners, we serve as a trusted resource in developing personalized trading strategies tailored to clients' unique needs and objectives. The team also plays a critical role in managing regulatory risk by ensuring adherence to industry regulations, firm policies, and best execution obligations.

Beyond daily trading responsibilities, the Equity Trading Team supports firm and divisional business objectives through innovation, data-driven decision-making, process improvement, and the advancement of trading technology and analytics capabilities.

What You'll Do

As a Trader I on the Equity Trading Team, you will develop and apply capital markets expertise while managing equity order flow in a fast-paced, agency trading environment. This role requires strong analytical and risk management skills, exceptional attention to detail, and the ability to make sound order management decisions with increasing independence.

You will collaborate with branch teams, business partners, and market participants to deliver high-quality execution outcomes while balancing client service, operational excellence, and regulatory obligations. Your decisions will directly impact client outcomes and carry significant financial, operational, and reputational responsibility.

Key Responsibilities

• Manage the firm's retail equity order flow, including stocks and ETFs, across Brokerage, Advisory, Trust, and Managed Account platforms.
• Execute and monitor orders while seeking best execution through thoughtful application of trading strategies, liquidity sourcing techniques, and market structure knowledge.
• Identify and access liquidity across a broad range of securities, trading venues, and market conditions to support both single-security and portfolio-level transactions.
• Apply risk management principles and execution discipline to trading decisions while adhering to all 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.

What Experience You Need

• 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 is 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.

What Could Set You Apart

• 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.

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

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.

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 our benefits page.