Trading Specialist: Client-Facing Markets Advisor

Soteria Reinsurance Ltd.; San Antonio (TX); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account-related needs. You will guide clients through market activity, process complex securities transactions, and educate clients to enable informed decisions.

The role requires Series 7, Series 63 (or ability to obtain within 90 days), and strong knowledge of financial markets. You will work within Fidelity's Client Services organization and uphold regulatory standards while delivering

Qualifications

• Series 7 license is 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.
• Ability to explain complex investment concepts in a clear, relatable manner.

Responsibilities

• Support investors with 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.

Skills

Series 7 license

Series 63 license

Financial services experience

Trading support

Regulatory knowledge

Client education/communication

Job description

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account-related needs. You will guide clients through market activity, process complex securities transactions, and educate clients to enable informed decisions.

The role requires Series 7, Series 63 (or ability to obtain within 90 days), and strong knowledge of financial markets. You will work within Fidelity's Client Services organization and uphold regulatory standards while delivering