Trading Specialist: Client-Focused Market Educator

Fidelity Investments; Westlake (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments is hiring a Trading Specialist to support clients with trading and account-related needs in a fast-paced environment. You will guide investors through market activity, process complex securities transactions, and provide education to help clients make informed decisions.

The role requires Series 7 and Series 63 licenses (or eligibility within 90 days) and experience in financial services.

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 a 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.
• Ability to guide clients through trading and investment decisions with integrity and confidence.
• 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 in a clear and relatable manner.
• 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 and perform effectively in a fast-paced, team-oriented environment.

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Guide clients through market activity and explain complex concepts simply.
• Process complex securities transactions with accuracy and compliance.
• Deliver education and recommendations to deepen client relationships and connect to suitable products.

Skills

Series 7 license

Series 63 license

Financial services experience

Market knowledge

Securities transactions

Regulatory compliance

Client advisory

Clear communication

Active listening

Detail orientation

Prioritization

Team collaboration

Job description

Fidelity Investments is hiring a Trading Specialist to support clients with trading and account-related needs in a fast-paced environment. You will guide investors through market activity, process complex securities transactions, and provide education to help clients make informed decisions.

The role requires Series 7 and Series 63 licenses (or eligibility within 90 days) and experience in financial services.