Onsite Trading Specialist - Client Markets & Education

Fidelity Investments; Indianapolis (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments seeks a Trading Specialist to support investors with trading, investment, and account-related needs. You will guide clients through market activity and process complex securities transactions while delivering education to help clients make informed decisions.

Successful candidates will have Series 7 and Series 63 (or ability to obtain within 90 days), with experience in financial services, brokerage operations, or trading support.

Qualifications

• Series 7 license is required.
• Series 63 license or ability to obtain within 90 days is required.
• Experience in financial services, brokerage operations, trading support, or client services is preferred.
• Knowledge of markets, investment products, and regulatory developments is essential.

Responsibilities

• Assist investors with trading, investment, and account-related needs.
• Guide clients through market activity and explain complex concepts clearly.
• Process securities transactions accurately and compliantly.
• Build trust and deepen client relationships through inbound interactions.

Skills

Series 7 license

Series 63 license

Financial services experience

Regulatory knowledge

Trading support

Job description

Fidelity Investments seeks a Trading Specialist to support investors with trading, investment, and account-related needs. You will guide clients through market activity and process complex securities transactions while delivering education to help clients make informed decisions.

Successful candidates will have Series 7 and Series 63 (or ability to obtain within 90 days), with experience in financial services, brokerage operations, or trading support.