Trading Specialist: Client Education & Market Support

Soteria Reinsurance Ltd.; Phoenix, Northern (AZ, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

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

The role requires FINRA licenses, strong market knowledge, and excellent communication. A high level of accuracy and the ability to manage multiple priorities in a fast-paced environment are essential.

Qualifications

• Series 7 license required; Series 63 license or within 90 days is expected.
• Experience in financial services, brokerage operations, trading support, or client services.
• Strong knowledge of financial markets, investment products and industry trends.
• Ability to explain complex investment concepts clearly and accurately.

Responsibilities

• Support investors with trading, investment and account-related needs.
• Guide clients through market activity and securities transactions.
• Provide education to help clients make informed financial decisions.
• Ensure compliance with regulatory and policy requirements during client interactions.

Skills

Series 7 license

Series 63 license

Financial services experience

Market knowledge

Securities transactions

Regulatory compliance

Client guidance

Consultative selling

Communication skills

Attention to detail

Problem solving

Multi-tasking

Job description

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

The role requires FINRA licenses, strong market knowledge, and excellent communication. A high level of accuracy and the ability to manage multiple priorities in a fast-paced environment are essential.