Trading & Client Services Specialist (Series 7/63)

Fidelity Investments Inc.; Fairlawn (OH); Remote; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support clients with trading, investment and account needs, guiding them through market activity and processing complex transactions.

The role requires Series 7 and Series 63 licenses (or ability to obtain within 90 days) and experience in financial services, with strong regulatory knowledge and a consultative, clear communication style for educating clients.

Qualifications

• Series 7 license required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, trading support, client services, or a related field.
• Knowledge of financial markets, investment products, economic trends, and industry developments.
• Ability to apply regulatory and policy requirements while delivering accurate and compliant support to clients.

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Guide clients through market activity and explain complex investment concepts clearly.
• Process complex securities transactions with accuracy.
• Provide education and solutions to help clients make informed financial decisions.
• Deliver personalized support through inbound client interactions to build trust and loyalty.

Skills

Series 7 license

Series 63 license

Financial services experience

Financial markets knowledge

Securities transactions knowledge

Regulatory compliance understanding

Client-focused communication

Consultative selling approach

Attention to detail

Problem solving

Job description

Fidelity Investments is seeking a Trading Specialist to support clients with trading, investment and account needs, guiding them through market activity and processing complex transactions.

The role requires Series 7 and Series 63 licenses (or ability to obtain within 90 days) and experience in financial services, with strong regulatory knowledge and a consultative, clear communication style for educating clients.