Associate Overlay Trader
Edward Jones, Saint Louis, MO, United States
Theres power in partnership.
Your passion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve whats most important to them, all while giving you the opportunity to innovate, collaborate and grow.
What you do every day helps people achieve and protect their financial goals. Youll have access to cutting-edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea.
Job Overview
Position Schedule:
Full-Time This job posting is anticipated to remain open for 30 days, from 13-Mar-2026. The posting may close early due to the volume of applicants. What Youll Do
The Associate Overlay Trader has general knowledge of trading strategies. This individual has a basic understanding of the managed accounts business, including wrap programs, wrap trading. The primary responsibilities include preparing new accounts for trading, contributions and withdrawals, liquidations, restriction monitoring, and tax selling. This role is also responsible for account-level maintenance. This person works closely with other teams such as Reconciliation, Settlements, and Client Service teams to resolve account-related issues. Process client withdrawals and deposits.
Prepare trades for new accounts, style changes, and various account-level activity.
Process termination
Process tax-harvesting requests
Model changes
Communicate trading restrictions as needed
Maintain trading records
Maintain audit, and reconcile models
Run, generate, and maintain reporting
Contribute to general risk management, improvement in execution, knowledge development, and cross-training efforts
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 ADromD coverage. Short- and long-term disability, basic life, and basic ADromD 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 firms Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1). Hiring Minimum:
$63,200 Hiring Maximum:
$104,200 Skills/Requirements
What Experience Youll Need: Bachelors degree
1+ years of related experience, including:
General market knowledge
Attention to detail/high level of accuracy
Risk awareness and strict attention to procedural adherence
Ability to handle deadlines, work efficiently in critical situations
Demonstrated ability to understand applicable regulatory issues and generally regulatory landscape
Notes:
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, they are expected to work in the office three days per week, with preference for Tuesday through Thursday. Current INTERNAL home-based associates:
While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. Were 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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades) Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca) Read More About Awards & Accolades About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500F company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, were 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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT). 1 Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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. #LI-HO
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Position Schedule:
Full-Time This job posting is anticipated to remain open for 30 days, from 13-Mar-2026. The posting may close early due to the volume of applicants. What Youll Do
The Associate Overlay Trader has general knowledge of trading strategies. This individual has a basic understanding of the managed accounts business, including wrap programs, wrap trading. The primary responsibilities include preparing new accounts for trading, contributions and withdrawals, liquidations, restriction monitoring, and tax selling. This role is also responsible for account-level maintenance. This person works closely with other teams such as Reconciliation, Settlements, and Client Service teams to resolve account-related issues. Process client withdrawals and deposits.
Prepare trades for new accounts, style changes, and various account-level activity.
Process termination
Process tax-harvesting requests
Model changes
Communicate trading restrictions as needed
Maintain trading records
Maintain audit, and reconcile models
Run, generate, and maintain reporting
Contribute to general risk management, improvement in execution, knowledge development, and cross-training efforts
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 ADromD coverage. Short- and long-term disability, basic life, and basic ADromD 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 firms Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1). Hiring Minimum:
$63,200 Hiring Maximum:
$104,200 Skills/Requirements
What Experience Youll Need: Bachelors degree
1+ years of related experience, including:
General market knowledge
Attention to detail/high level of accuracy
Risk awareness and strict attention to procedural adherence
Ability to handle deadlines, work efficiently in critical situations
Demonstrated ability to understand applicable regulatory issues and generally regulatory landscape
Notes:
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, they are expected to work in the office three days per week, with preference for Tuesday through Thursday. Current INTERNAL home-based associates:
While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. Were 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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades) Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca) Read More About Awards & Accolades About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500F company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, were 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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT). 1 Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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. #LI-HO
#J-18808-Ljbffr