Client-Focused Trading Specialist

Fidelity Investments

Merrimack (NH)

On-site

USD 70,000 - 100,000

Full time

2 days ago

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Job summary

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

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 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.

Responsibilities

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.