Client-Focused Trading Specialist

Fidelity Investments; Fairlawn (OH); Remote; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account-related needs, guiding clients through market activity and processing complex transactions. You will educate clients to help them make informed decisions and deepen relationships, while upholding industry regulations and firm policies.

The role requires Series 7 and Series 63 (or ability to obtain within 90 days), strong knowledge of financial markets, and a consultative approach to

Qualifications

• Series 7 license is required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, trading support, client services, or related field.
• Knowledge of financial markets, investment products, economic trends, and regulations.
• Ability to explain complex investment and trading concepts clearly to clients.

Responsibilities

• Support investors with trading and account-related needs.
• Process complex securities transactions accurately and efficiently.
• Educate clients to help them make informed financial decisions.
• Build trusted relationships and identify opportunities to connect clients with additional products and solutions.

Skills

Series 7 license

Series 63 license or obtain within 90d

Financial services experience

Client services

Regulatory compliance

Communication

Job description

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account-related needs, guiding clients through market activity and processing complex transactions. You will educate clients to help them make informed decisions and deepen relationships, while upholding industry regulations and firm policies.

The role requires Series 7 and Series 63 (or ability to obtain within 90 days), strong knowledge of financial markets, and a consultative approach to