Trading Specialist: Client Education & Market Support

Fidelity Investments; St. Louis (MO); On-site; USD 65,000 - 100,000; Full time

Job summary

Fidelity Investments in Missouri seeks a Trading Specialist to support clients with trading, investment, and account needs. You will guide clients through market activity, process complex securities transactions, and provide education to help informed decisions.

A strong knowledge of markets, products, and regulations is essential, along with consultative client service and precise transaction handling in a fast-paced team.

Qualifications

• Series 7 license required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, or trading support.
• Knowledge of financial markets, investment products, and industry developments.
• Understanding of securities transactions including equities, options, mutual funds, fixed income, and precious metals.
• Ability to apply regulatory requirements while delivering compliant client support.
• Consultative approach to uncovering client needs and offering appropriate solutions.
• Excellent communication and active listening skills.
• Strong attention to detail and accuracy in processing transactions.
• Ability to manage multiple priorities in a fast-paced team environment.

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Guide clients through market activity and educate for informed decisions.
• Process complex securities transactions and deepen client relationships.
• Deliver personalized support through inbound client interactions.
• Ensure accuracy and regulatory compliance in all client interactions.

Skills

Series 7 license

Series 63 license OR ability to obtain

Financial services experience

Trading support experience

Regulatory knowledge

Client services

Communication skills

Active listening

Attention to detail

Problem solving

Education

FINRA Series 7

FINRA Series 63 certification

Job description

Fidelity Investments in Missouri seeks a Trading Specialist to support clients with trading, investment, and account needs. You will guide clients through market activity, process complex securities transactions, and provide education to help informed decisions.

A strong knowledge of markets, products, and regulations is essential, along with consultative client service and precise transaction handling in a fast-paced team.