Trading & Client Education Specialist

Fidelity Investments Inc.; Smithfield (RI); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Trading Specialist to support investors across trading, investment, and account needs while deepening client relationships.

You will guide clients through market activity and help them understand complex concepts with clear, compliant guidance. Successful candidates bring Series 7 and Series 63 readiness, strong knowledge of markets and products, and excellent communication skills to deliver accurate, education-focused support in a fast-paced,

Qualifications

• Series 7 license required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services or brokerage operations.
• Knowledge of financial markets, products, and regulations.
• Understanding securities transactions across equities, options, mutual funds, and fixed income.
• Ability to deliver compliant client support and clear explanations.
• Strong communication and active listening skills.

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Guide clients through market activity and explain complex concepts clearly.
• Process complex securities transactions accurately and compliantly.
• Educate clients to help them make informed financial decisions.
• Identify opportunities to connect clients with additional products and solutions.

Skills

Series 7 license

Series 63 license

Financial services experience

Regulatory knowledge

Client communication

Attention to detail

Problem solving

Consultative selling

Job description

Fidelity Investments Inc. is seeking a Trading Specialist to support investors across trading, investment, and account needs while deepening client relationships.

You will guide clients through market activity and help them understand complex concepts with clear, compliant guidance. Successful candidates bring Series 7 and Series 63 readiness, strong knowledge of markets and products, and excellent communication skills to deliver accurate, education-focused support in a fast-paced,