Client-Focused Trading Specialist – Market Guidance

Fidelity Investments; Covington (VA); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support investors with trading and account-related needs, guiding clients through market activity and processing complex securities transactions.

You will provide education that helps clients make informed financial decisions and deliver personalized support to deepen client relationships. A strong understanding of markets, products, and regulations is essential to ensure accurate and compliant client service.

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, including equities, options, mutual funds, fixed income securities, and precious metals.
• Ability to apply regulatory and policy requirements while delivering accurate and compliant support to clients.
• Consultative approach to uncovering client needs and recommending appropriate offerings, support, and solutions.
• Excellent communication and active listening skills, including the ability to explain complex investment and trading concepts clearly.

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.
• Deliver personalized support through inbound client interactions to build trust and loyalty.

Skills

Series 7 license

Series 63 license or ability to obtain

Financial services experience

Knowledge of markets and products

Regulatory/compliance understanding

Client-focused consultative approach

Strong communication and listening

Job description

Fidelity Investments is seeking a Trading Specialist to support investors with trading and account-related needs, guiding clients through market activity and processing complex securities transactions.

You will provide education that helps clients make informed financial decisions and deliver personalized support to deepen client relationships. A strong understanding of markets, products, and regulations is essential to ensure accurate and compliant client service.