Trading Specialist: Client-Focused Market Expert

Fidelity Investments Inc.; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment and account needs. You will guide clients through market activity, process complex transactions, and provide education to help informed decisions.

The role requires strong market knowledge, regulatory awareness and the ability to explain complex concepts clearly, while delivering compliant client service in a fast-paced environment.

Qualifications

• Requires Series 7 license (and Series 63 or eligibility to obtain within 90 days).
• Experience in financial services, brokerage, trading support, or client services.
• Ability to explain complex investment concepts in clear terms.
• Knowledge of equities, options, mutual funds, fixed income and precious metals.
• Strict adherence to regulatory and policy requirements.

Responsibilities

• Support investors with trading, investment and account-related needs.
• Guide clients through market activity and educate on products and solutions.
• Process complex securities transactions with accuracy and compliance.
• Build trust, deepen relationships and connect clients with additional offerings.

Skills

Series 7 license

Series 63 license

Brokerage operations

Financial markets knowledge

Regulatory compliance

Client services

Communication skills

Problem-solving

Trading support

Informed decision guidance

Job description

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment and account needs. You will guide clients through market activity, process complex transactions, and provide education to help informed decisions.

The role requires strong market knowledge, regulatory awareness and the ability to explain complex concepts clearly, while delivering compliant client service in a fast-paced environment.