Trading Specialist - Client Coaching & Markets

Fidelity Investments Inc.; Merrimack (NH); On-site; USD 65,000 - 100,000; Full time

Job summary

Fidelity Investments Inc. in Merrimack, NH 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 provide education to help them make informed decisions. In this role, you will build trust and deepen client relationships through inbound interactions, applying regulatory requirements and ensuring accurate, compliant support in a fast-paced, team-oriented

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 across equities, options, mutual funds, fixed income, and precious metals.
• Ability to apply regulatory and policy requirements while delivering compliant support.
• Consultative approach to uncovering client needs and recommending offerings and solutions.
• Strong communication and active listening, with ability to explain complex concepts clearly.
• Attention to detail and accuracy in processing transactions and client requests.
• Effective problem-solving, critical thinking, and decision-making in a fast-paced team setting.
• Ability to manage priorities in a dynamic environment

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Guide clients through market activity and educational insights to informed decisions.
• Process complex securities transactions accurately and compliantly.
• Build trust and deepen client relationships through inbound interactions.
• Identify client needs and connect them with appropriate products and solutions.
• Communicate complex investment concepts clearly and effectively.
• Maintain high attention to detail and accuracy in all tasks.
• Collaborate with team to manage multiple priorities in a fast-paced setting.

Skills

Series 7 license

Series 63 license

Financial services experience

Regulatory compliance knowledge

Client-focused consultative approach

Communication skills

Attention to detail

Multi-tasking under pressure

Job description

Fidelity Investments Inc. in Merrimack, NH 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 provide education to help them make informed decisions. In this role, you will build trust and deepen client relationships through inbound interactions, applying regulatory requirements and ensuring accurate, compliant support in a fast-paced, team-oriented