Remote Trading Specialist - Client Support & Markets

Fidelity Investments; Atlanta (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments in the Atlanta area 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, delivering personalized education to help them make informed financial decisions.

The role requires a strong understanding of financial markets, regulatory requirements, and the ability to translate complex concepts into clear client conversations.

Qualifications

• Must hold Series 7 license and Series 63 or be able to obtain within 90 days.
• Experience in financial services, brokerage operations, or trading support is required.
• Strong knowledge of markets, investment products, and regulatory requirements.

Responsibilities

• Assist investors with trading, investment, and account-related needs.
• Guide clients through market activity and process complex securities transactions.
• Provide education to help clients make informed financial decisions.
• Deliver compliant support while managing multiple priorities in a fast-paced, team-oriented environment.

Skills

Series 7 license

Series 63 license

Financial services experience

Knowledge of financial markets

Securities transactions understanding

Regulatory & policy compliance

Consultative selling approach

Clear communication

Job description

Fidelity Investments in the Atlanta area 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, delivering personalized education to help them make informed financial decisions.

The role requires a strong understanding of financial markets, regulatory requirements, and the ability to translate complex concepts into clear client conversations.