Trading & Investment Support Specialist

Soteria Reinsurance Ltd.; Las Vegas (NV); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account-related needs. You will guide clients through market activity, process complex securities transactions, and educate clients to help them make informed financial decisions.

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

Qualifications

• Series 7 license is 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.
• 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

• Support investors with a broad range of trading, investment, and account-related needs.
• Guide clients through market activity and help them make informed decisions.
• Process complex securities transactions with accuracy and compliance.
• Educate clients on products and services to deepen relationships.

Skills

Series 7 license

Series 63 license

Financial services experience

Market knowledge

Securities transactions knowledge

Regulatory compliance

Consultative selling

Communication

Attention to detail

Problem solving

Multitasking

Job description

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account-related needs. You will guide clients through market activity, process complex securities transactions, and educate clients to help them make informed financial decisions.

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