Client-Focused Trading Specialist

Fidelity Investments; Merrimack (NH); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

Fidelity Investments seeks a Trading Specialist to support investors with trading, investment and account needs, guiding clients through market activity and processing complex transactions. The role emphasizes education and building strong client relationships in a fast-paced environment.

The position requires a Series 7 license and Series 63 (or ability to obtain within 90 days), plus experience in financial services or trading support, with a strong focus on regulatory compliance and clear

Qualifikationen

• 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 a related field.
• Knowledge of financial markets, investment products, economic trends, and industry developments.
• 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.

Aufgaben

• Support investors with trading, investment and account-related needs.
• Guide clients through market activity and process complex securities transactions.
• Provide education that helps clients make informed financial decisions.
• Identify opportunities to connect clients with additional products and solutions.

Kenntnisse

Series 7 license

Series 63 license

Trading support

Client services

Regulatory compliance

Education for clients

Jobbeschreibung

Fidelity Investments seeks a Trading Specialist to support investors with trading, investment and account needs, guiding clients through market activity and processing complex transactions. The role emphasizes education and building strong client relationships in a fast-paced environment.

The position requires a Series 7 license and Series 63 (or ability to obtain within 90 days), plus experience in financial services or trading support, with a strong focus on regulatory compliance and clear