Trading Specialist: Client Education & Market Support

Soteria Reinsurance Ltd.

Houston, Northern (TX, KY)

Hybrid

USD 65,000 - 95,000

Full time

14 days+

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Job summary

Fidelity Investments in Houston seeks a Trading Specialist to assist clients with trading and investment needs, delivering education and guidance on market activity. You will process complex securities transactions, support client relationships, and help deepen loyalty through informed conversations.

A strong grasp of financial markets and regulatory requirements is essential, along with clear, compliant communication.

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 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.
Regulatory and policy requirements applied to client support.
Ability to guide clients through trading and investment decisions with integrity.
Consultative approach to uncovering client needs and offering solutions.
Excellent communication and active listening skills.
Strong attention to detail and accuracy in processing transactions.
Problem-solving, critical-thinking, and decision-making ability.
Ability to manage multiple priorities in a fast-paced, team environment.

Responsibilities

Guide clients through trading and investment decisions with integrity and confidence.
Process complex securities transactions and provide education to clients.
Support investors with trading, investment, and account-related needs while deepening relationships.