Client-Focused Trading & Investment Specialist

Soteria Reinsurance Ltd.; Tampa (FL); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in Tampa, FL seeks a Trading Specialist to support investors with trading, investments, and account-related needs. The role centers on guiding clients through market activity, processing complex transactions, and delivering education to enable informed decisions.

The successful candidate will navigate financial markets with strong regulatory knowledge and exceptional communication, delivering compliant, consultative client service onsite in a fast-paced team environment.

Qualifications

• Series 7 license required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, trading support, client services, or a related field.
• Knowledge of financial markets, investment products, economic trends, and industry developments.
• Understanding of securities transactions, including equities, options, mutual funds, fixed income securities, and precious metals.
• Ability to apply regulatory and policy requirements while delivering accurate and compliant support to clients.
• Ability to guide clients through trading and investment decisions with integrity and confidence.
• Consultative approach to uncovering client needs and recommending appropriate offerings, support, and solutions.
• Excellent communication and active listening skills, including the ability to explain complex investment and trading concepts in a clear and relatable manner.
• Strong attention to detail and commitment to accuracy when processing transactions and handling client requests.
• Effective problem-solving, critical-thinking, and decision-making skills.
• Ability to manage several priorities and perform effectively in a fast-paced, team-oriented environment.

Responsibilities

• Support investors with a broad range of trading, investment, and account-related needs while helping deepen client relationships.
• Guide clients through market activity, processing complex securities transactions, and providing education to help clients make informed financial decisions.
• Deliver personalized support through inbound client interactions, building trust and client loyalty.
• Ensure compliance with regulatory requirements while delivering accurate assistance to clients.

Skills

Series 7 license

Series 63 license

Financial services experience

Knowledge of financial markets

Understanding of securities

Regulatory compliance

Client-focused advisory

Communication skills

Attention to detail

Problem solving

Multitasking in fast-paced env

Team collaboration

Job description

Fidelity Investments in Tampa, FL seeks a Trading Specialist to support investors with trading, investments, and account-related needs. The role centers on guiding clients through market activity, processing complex transactions, and delivering education to enable informed decisions.

The successful candidate will navigate financial markets with strong regulatory knowledge and exceptional communication, delivering compliant, consultative client service onsite in a fast-paced team environment.