Trading Specialist: Client Education & Support

Fidelity; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity is seeking a Trading Specialist to assist investors with trading, investment, and account-related needs, guiding them through market activity and complex transactions. You will educate clients to help them make informed financial decisions and build trust through inbound interactions.

This role emphasizes regulatory compliance, accuracy in processing trades, and a consultative approach to uncovering client needs while supporting with product recommendations in a fast-paced,

Qualifications

• Series 7 license is required.
• Series 63 license or ability to obtain within 90 days is required.
• Experience in financial services, brokerage operations, trading support, client services, or a related field.
• Knowledge of financial markets, investment products, economic trends, and industry developments.

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Process complex securities transactions.
• Educate clients to help inform financial decisions.
• Deliver personalized support through inbound client interactions.

Skills

Financial markets knowledge

Regulatory compliance

Client services mindset

Clear communication

Problem solving

Attention to detail

Time management

Team collaboration

Education

Series 7 license

Series 63 license or ability to obtain within 90 days

Job description

Fidelity is seeking a Trading Specialist to assist investors with trading, investment, and account-related needs, guiding them through market activity and complex transactions. You will educate clients to help them make informed financial decisions and build trust through inbound interactions.

This role emphasizes regulatory compliance, accuracy in processing trades, and a consultative approach to uncovering client needs while supporting with product recommendations in a fast-paced,