Client-Focused Trading Specialist

Fidelity Investments; Roanoke (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments seeks a Trading Specialist to support clients with trading and investment needs, guiding them through market activity and complex transactions. You will deliver education that helps clients make informed financial decisions and build lasting relationships through inbound interactions.

The role requires FINRA licenses, strong market knowledge, and a consultative approach to recommend appropriate offerings while maintaining accuracy and regulatory compliance.

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 (equities, options, mutual funds, fixed income, precious metals).
• Ability to apply regulatory and policy requirements while delivering compliant support.

Responsibilities

• Support investors with trading, investment and account-related needs.
• Guide clients through market activity and process complex securities transactions.
• Provide education to help clients make informed financial decisions.
• Deliver personalized support through inbound client interactions to build trust and loyalty.

Skills

Series 7 license

Series 63 license

Financial markets knowledge

Regulatory understanding

Client service

Communication

Attention to detail

Multitasking

Job description

Fidelity Investments seeks a Trading Specialist to support clients with trading and investment needs, guiding them through market activity and complex transactions. You will deliver education that helps clients make informed financial decisions and build lasting relationships through inbound interactions.

The role requires FINRA licenses, strong market knowledge, and a consultative approach to recommend appropriate offerings while maintaining accuracy and regulatory compliance.