Trading & Client Solutions Specialist

Fidelity Investments; United States; On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account needs. You will guide clients through market activity, process complex securities transactions, and provide education that helps clients make informed financial decisions.

In this role, you will deliver personalized support via inbound client interactions, build trust, deepen relationships, and connect clients with additional products and solutions.

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.
• Understanding of securities transactions, including equities, options, mutual funds, fixed income securities, and precious metals.
• Ability to apply regulatory and policy requirements while delivering accurate and compliant support to clients.
• Ability to guide clients through trading and investment decisions with integrity and confidence.
• Consultative approach to uncovering client needs and recommending appropriate offerings, support, and solutions.
• Excellent communication and active listening skills, including the ability to explain complex investment and trading concepts in a clear and relatable manner.
• Strong attention to detail and commitment to accuracy when processing transactions and handling client requests.
• Effective problem-solving, critical-thinking, and decision-making skills.
• Ability to manage several priorities and perform effectively in a fast-paced, team-oriented environment.

Responsibilities

• Guide clients through trading and market activity.
• Process complex securities transactions.
• Provide education to help clients make informed financial decisions.
• Deliver personalized support through inbound client interactions.
• Build trust and deepen client relationships.

Skills

Series 7 license

Series 63 license

Finance industry exp

Regulatory knowledge

Client communication

Attention to detail

Problem solving

Multi-tasking

Consultative selling

Educational ability

Team collaboration

Job description

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account needs. You will guide clients through market activity, process complex securities transactions, and provide education that helps clients make informed financial decisions.

In this role, you will deliver personalized support via inbound client interactions, build trust, deepen relationships, and connect clients with additional products and solutions.