Client-Focused Trading Specialist (Markets & Education)

Fidelity Investments Inc.; Salt Lake City (UT); On-site; USD 65,000 - 85,000; Full time

Job summary

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

You will educate clients to help them make informed financial decisions and build trust through inbound interactions. You will apply knowledge of financial markets, trading products, and regulatory requirements to deliver accurate, compliant guidance, while maintaining attention to detail

Qualifications

• Experience in financial services and trading operations.
• Ability to explain complex investments clearly to clients.
• Adherence to regulatory requirements and Fidelity policies.

Responsibilities

• Assist clients with trading and account-related needs.
• Guide clients through market activity and transactions.
• Educate clients on products and solutions.
• Maintain accuracy and attention to detail in processing trades.

Skills

Series 7 license

Series 63 license

Trading support

Financial markets knowledge

Securities trading knowledge

Regulatory compliance

Client communications

Problem solving

Multi-priority management

Education

FINRA licenses (Series 7, Series 63)

Job description

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

You will educate clients to help them make informed financial decisions and build trust through inbound interactions. You will apply knowledge of financial markets, trading products, and regulatory requirements to deliver accurate, compliant guidance, while maintaining attention to detail