Trading Specialist - Client Education & Market Support

Fidelity Investments Inc.

North Carolina

Remote

USD 65,000 - 110,000

Full time

14 days+

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Job summary

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

The role requires understanding of financial markets, trading products, and regulatory requirements, with strong communication and problem-solving skills in a fast-paced team environment.

Qualifications

Series 7 license required.
Series 63 license or ability to obtain within 90 days.
Experience in financial services, brokerage operations, trading support, or client services.

Responsibilities

Support investors with trading and account-related needs.
Guide clients through market activity and educational guidance.
Process complex securities transactions with accuracy and compliance.

Skills

Series 7

Series 63

Financial services

Trading knowledge

Regulatory knowledge

Job description

The role requires understanding of financial markets, trading products, and regulatory requirements, with strong communication and problem-solving skills in a fast-paced team environment.

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