Trading Specialist: Client‑Facing Market Expert

Soteria Reinsurance Ltd.; St. Louis (MO); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist in the St. Louis area to support investors with trading, investment, and account-related needs. The role emphasizes helping clients navigate markets and make informed decisions through clear, compliant guidance.

The onsite position requires a Series 7 license and the Series 63 license or the ability to obtain it within 90 days. Strong knowledge of markets, products, and regulations is essential.

Qualifications

• Series 7 license required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, trading support, client services, or related field.
• Knowledge of financial markets, investment products, economic trends, and industry developments.
• Understanding of securities transactions, including equities, options, mutual funds, fixed income securities, and precious metals.
• Ability to apply regulatory and policy requirements while delivering accurate and compliant support to clients.
• Consultative approach to uncovering client needs and recommending appropriate offerings, support, and solutions.
• Excellent communication and active listening skills, including the ability to explain complex investment and trading concepts clearly.
• Strong attention to detail and commitment to accuracy when processing transactions and handling client requests.
• Effective problem-solving, critical-thinking, and decision-making skills.
• Ability to manage several priorities in a fast-paced, team-oriented environment.

Responsibilities

• Support investors with a broad range of trading, investment, and account-related needs.
• Guide clients through market activity and process complex securities transactions.
• Provide education to help clients make informed financial decisions.
• Deliver personalized support through inbound client interactions to build trust and loyalty.
• Identify opportunities to connect clients with additional products and solutions.

Job description

Fidelity Investments is seeking a Trading Specialist in the St. Louis area to support investors with trading, investment, and account-related needs. The role emphasizes helping clients navigate markets and make informed decisions through clear, compliant guidance.

The onsite position requires a Series 7 license and the Series 63 license or the ability to obtain it within 90 days. Strong knowledge of markets, products, and regulations is essential.