Trading Specialist

Jobtailor

Kansas

On-site

USD 60,000 - 90,000

Full time

9 days ago

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Job summary

Jobtailor in the United States is seeking a client-focused broker-support specialist to guide investors through trading and investment decisions, and to handle account-related needs. The role emphasizes regulatory compliance, accuracy, and education for clients.

You will work closely with a team to process complex transactions, deliver personalized service, and uncover opportunities to connect clients with additional 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.
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 ability to explain complex investment and trading concepts clearly.
Strong attention to detail and commitment to accuracy.
Effective problem-solving, critical-thinking, and decision-making skills.

Responsibilities

Support investors with trading, investment, and account-related needs.
Guide clients through market activity and trading and investment decisions.
Process complex securities transactions.
Provide education to help clients make informed financial decisions.
Deliver personalized support through inbound client interactions.
Build trust and strengthen client loyalty.
Identify opportunities to connect clients with additional products and solutions.
Serve as a connection between clients and investment products, services, and financial solutions.
Provide trading support, education, and mentorship.

Skills

Excellent communication

Active listening

Problem-Solving

Critical thinking

Attention to detail

Education

Series 7 License

Series 63 License

Job description

Support investors with trading, investment, and account-related needs
Guide clients through market activity and trading and investment decisions
Process complex securities transactions
Provide education to help clients make informed financial decisions
Deliver personalized support through inbound client interactions
Build trust and strengthen client loyalty
Identify opportunities to connect clients with additional products and solutions
Serve as a connection between clients and investment products, services, and financial solutions
Provide trading support, education, and mentorship

Requirements

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 ability to explain complex investment and trading concepts clearly
Strong attention to detail and commitment to accuracy
Effective problem-solving, critical-thinking, and decision-making skills
Ability to manage several priorities and perform effectively in a fast-paced, team-oriented environment
Primary residence within a 90-mile radius of the approved Kansas City branch at application
Fidelity will not provide immigration sponsorship for this position

Core Competencies

Demonstrates expertise in financial services and trading support, with a strong focus on client education, relationship building, and compliance with regulatory requirements. Proficient in guiding clients through complex securities transactions and investment decisions with integrity and confidence.

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