Client Trading & Education Advisor

Fidelity Investments; Merrimack (NH); On-site; USD 70,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to assist clients with trading, investments, and account support. You will guide clients through market activity and processing complex securities transactions while educating them to make informed decisions.

The role emphasizes a consultative approach, adherence to regulations, and clear communication, delivering personalized service to strengthen client relationships in a fast-paced team environment.

Qualifications

• Series 7 license is required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, trading support, or client services.
• Knowledge of financial markets, investment products, and industry developments.
• Understanding of securities transactions including equities, options, mutual funds, fixed income, and precious metals.
• Regulatory and policy requirements are applied to client support.
• Ability to guide clients through trading and investment decisions with integrity.
• Consultative approach to uncovering client needs and offering appropriate solutions.
• Excellent communication and active listening skills.
• Strong attention to detail and accuracy in processing transactions.
• Problem-solving, critical thinking, and decision-making abilities.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.

Responsibilities

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

Skills

Series 7 license

Series 63 license

Financial services experience

Financial markets knowledge

Regulatory compliance awareness

Job description

Fidelity Investments is seeking a Trading Specialist to assist clients with trading, investments, and account support. You will guide clients through market activity and processing complex securities transactions while educating them to make informed decisions.

The role emphasizes a consultative approach, adherence to regulations, and clear communication, delivering personalized service to strengthen client relationships in a fast-paced team environment.