Client-Focused Trading Specialist

Fidelity; United States; Remote; USD 60,000 - 95,000; Full time

Job summary

Fidelity is seeking a Trading Specialist to support investors with trading, investments, and account-related needs. You will guide clients through market activity and processing of complex securities transactions, delivering education to help clients make informed decisions.

In this role you will provide personalized support through inbound interactions, build trust with clients, and identify opportunities to connect clients with products and solutions while adhering to regulatory requirements.

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 related field.

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 deepen relationships.

Skills

Trading guidance

Client relationship building

Clear communication

Active listening

Regulatory understanding

Problem solving

Attention to detail

Multi-tasking

Fast-paced teamwork

Education delivery

Education

Series 7 license

Series 63 license or ability to obtain within 90 days

Job description

Fidelity is seeking a Trading Specialist to support investors with trading, investments, and account-related needs. You will guide clients through market activity and processing of complex securities transactions, delivering education to help clients make informed decisions.

In this role you will provide personalized support through inbound interactions, build trust with clients, and identify opportunities to connect clients with products and solutions while adhering to regulatory requirements.