Trader - Taxable - Trading

Team Overview:

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

As a Trader II in the Taxable Trading Department, expectations are that you have a passion for capital markets, excellent risk management skills, and be able to make capital commitments with minimal oversight. Additionally, attention to detail is a must as your decisions can negatively impact our clients, while exposing the firm to significant regulatory, financial, and reputational risk.

• Ensure inventories align with firm research and portfolio guidance, leveraging new issues, bid wanteds, secondary purchases, client liquidations and external offerings, effectively identifying capital commitment opportunities and managing corresponding positions with moderate retail-structured trading flows and capital commitments
• Advanced application of capital markets analytics, trading strategies and risk management techniques
• Improve best execution and compliance with all firm and industry regulatory requirements
• Advanced application of internal and external trading systems (e.g. Bloomberg) and related tools
• Deliver client service excellence for branch-related inquiries, identifying trends and improving best practices accordingly
• Improve operational excellence initiatives
• Provide general training and guidance to other traders, including supply, pricing and inventory insights
• Build the depth and breadth of internal and external networks, including dealer relationships

• B.A./B.S. degree in business, economics, finance or a quantitative related field
• 3+ years of financial service experience required, capital markets preferred
• Series 7 and 66 required; additional desk specific licenses are needed within 6 months of hire (52, 55/57, CSI)
• Successful demonstration of problem‑solving techniques with a proficient level of authority complexity and risk
• Advanced knowledge of capital markets analytics, trading strategies and risk management techniques
• Advanced knowledge of internal and external trading systems and related tools, including but not limited to Bloomberg, DSTS and 3rd party electronic trading platforms
• Strong math skills; accuracy is important

• Capital markets experience
• Client Service and/or financial industry experience
• CFP, MBA, CFA, CPA or working towards designation(s)
• Proficiency in non‑trading applications or coding language (Microsoft Suite, Power BI, Tableau, VBA, SQL)

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.