Trading Solutions Advisor

Fidelity Investments; Milwaukee (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist in Milwaukee to support clients with a broad range of trading, investment, and account-related needs. You will guide clients through market activity, process complex securities transactions, and provide education to help clients make informed decisions, all while maintaining regulatory compliance.

This onsite role requires FINRA licenses and a consultative approach to uncover client needs, aiming to strengthen relationships and offer suitable

Qualifications

• Series 7 license is required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, client services, or a related field.
• Knowledge of financial markets, investment products, economic trends, and industry developments.
• Understanding of securities transactions across equities, options, mutual funds, fixed income, and precious metals.
• Ability to apply regulatory and policy requirements while delivering accurate and compliant client support.
• Ability to guide clients through trading and investment decisions with integrity and confidence.

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Guide clients through market activity and processing complex securities transactions.
• Provide education to help clients make informed financial decisions.
• Deliver personalized, compliant support to strengthen client relationships.
• Contribute to building trust and deepening client loyalty.

Skills

Series 7

Series 63

Financial services

Regulatory knowledge

Client services

Communication

Attention to detail

Job description

Fidelity Investments is seeking a Trading Specialist in Milwaukee to support clients with a broad range of trading, investment, and account-related needs. You will guide clients through market activity, process complex securities transactions, and provide education to help clients make informed decisions, all while maintaining regulatory compliance.

This onsite role requires FINRA licenses and a consultative approach to uncover client needs, aiming to strengthen relationships and offer suitable