Trading Specialist: Client-Focused Market Guide

Soteria Reinsurance Ltd.; Milwaukee, Northern (WI, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

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

The role requires strong knowledge of financial markets, trading products, and regulatory requirements, with the ability to communicate complex concepts clearly in a client-focused, fast-paced

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 and precious metals.
• Ability to apply regulatory and policy requirements while delivering accurate, compliant client support.
• Ability to guide clients through trading and investment decisions with integrity and confidence.
• Consultative approach to uncovering client needs and recommending offerings and solutions.
• Excellent communication and active listening skills; able to explain complex concepts clearly.
• Strong attention to detail and accuracy in processing transactions.

Responsibilities

• Support investors with trading, investment and account needs.
• Guide clients through market activity and provide education for informed decisions.
• Process complex securities transactions with accuracy and compliance.
• Deliver personalized support through inbound client interactions to build trust.
• Identify opportunities to connect clients with additional products and solutions.

Skills

Series 7 license

Series 63 license eligible within 90d

Financial services experience

Knowledge of markets

Securities transactions understanding

Regulatory compliance

Client education

Communication skills

Attention to detail

Problem solving

Education

FINRA Series 7 license

FINRA Series 63 license eligibility

Tools

None

Job description

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

The role requires strong knowledge of financial markets, trading products, and regulatory requirements, with the ability to communicate complex concepts clearly in a client-focused, fast-paced