Columbus Trading Specialist: Client Support & Markets

Soteria Reinsurance Ltd.; Columbus, Northern (OH, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Fidelity Investments in Columbus seeks a Trading Specialist to support investors with trading, investment, and account needs. You will guide clients through market activity and respond to questions with accuracy.

The role requires FINRA licenses (Series 7) and Series 63 within 90 days, plus experience in financial services, strong communication, and a consultative approach. You will work onsite with Fidelity's Client Services team to deliver compliant, education-driven service and deepen client

Qualifications

• Series 7 license is required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, or related field.

Responsibilities

• Assist investors with trading, investments, and account needs.
• Guide clients through market activity and explain investment concepts clearly.
• Process complex securities transactions and ensure compliance and accuracy.

Skills

Series 7 license

Series 63 license or ability within 90

Financial services experience

Market knowledge

Securities transactions knowledge

Regulatory compliance

Consultative sales

Strong communication

Attention to detail

Problem solving

Job description

Fidelity Investments in Columbus seeks a Trading Specialist to support investors with trading, investment, and account needs. You will guide clients through market activity and respond to questions with accuracy.

The role requires FINRA licenses (Series 7) and Series 63 within 90 days, plus experience in financial services, strong communication, and a consultative approach. You will work onsite with Fidelity's Client Services team to deliver compliant, education-driven service and deepen client