Trading & Client Advisory Specialist

Fidelity Investments; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support investors with a broad range of trading and account-related needs, guiding clients through market activity and complex transactions. You will provide education to help clients make informed decisions and strengthen relationships.

This onsite role requires FINRA licenses (Series 7; Series 63 within 90 days) and a strong understanding of financial markets.

Qualifications

• Series 7 license is mandatory.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services or brokerage operations preferred.
• Strong knowledge of financial markets, products, and industry developments.
• Understanding of securities transactions across equities, options, mutual funds, fixed income, and precious metals.

Responsibilities

• Assist investors with trading, account-related needs, and education.
• Process complex securities transactions and ensure accuracy and compliance.
• Build trust and deepen client relationships through inbound interactions.
• Identify opportunities to connect clients with additional products and solutions.

Skills

Series 7 license

Series 63 license

Financial markets knowledge

Trading support

Regulatory/compliance awareness

Client services

Communication skills

Multi-tasking

Consultative selling approach

Job description

Fidelity Investments is seeking a Trading Specialist to support investors with a broad range of trading and account-related needs, guiding clients through market activity and complex transactions. You will provide education to help clients make informed decisions and strengthen relationships.

This onsite role requires FINRA licenses (Series 7; Series 63 within 90 days) and a strong understanding of financial markets.