Trading Specialist: Client Education & Market Support

Fidelity Investments; Tampa (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to assist clients with trading and investment needs. You will process complex securities transactions, educate clients, and deepen relationships by offering appropriate solutions.

A strong regulatory understanding and clear communication are essential as you guide clients through market activity. This role requires Series 7 and Series 63 licenses, and experience in financial services or brokerage operations.

Qualifications

• Must hold Series 7 license with FINRA involved responsibilities.
• Experience in financial services, trading support, or client services.
• Knowledge of securities products and market regulations.
• Ability to explain complex concepts clearly and compliantly.
• Attention to detail and accuracy in processing trades.

Responsibilities

• Support investors with trading, investment, and account needs.
• Guide clients through market activity and transactions.
• Educate clients to make informed financial decisions.
• Deliver compliant, accurate responses in a fast-paced environment.

Skills

Series 7 license

Series 63 license

Trading support

Client services

Regulatory knowledge

Communication skills

Problem solving

Education

FINRA Series 7

FINRA Series 63

Job description

Fidelity Investments is seeking a Trading Specialist to assist clients with trading and investment needs. You will process complex securities transactions, educate clients, and deepen relationships by offering appropriate solutions.

A strong regulatory understanding and clear communication are essential as you guide clients through market activity. This role requires Series 7 and Series 63 licenses, and experience in financial services or brokerage operations.