Trading Specialist - Client‑Focused Market Guide

Fidelity Investments; Nashville (TN); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments, located in the Nashville area, seeks 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 deliver education that helps clients make informed decisions.

This role requires a Series 7 license and a Series 63 license (or ability to obtain within 90 days), along with experience in financial services and a strong understanding of markets,

Qualifications

• Series 7 license is required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, trading support, or client services.
• Knowledge of financial markets, investment products, economic trends, and industry developments.
• Understanding of securities transactions, including equities, options, mutual funds, fixed income securities.
• 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

• Guide clients through market activity and 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.
• Maintain compliance with industry regulations and Fidelity policies.

Skills

Series 7 license

Series 63 license

Financial services experience

Trading support experience

Regulatory knowledge

Communication & client service

Attention to detail

Problem solving

Job description

Fidelity Investments, located in the Nashville area, seeks 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 deliver education that helps clients make informed decisions.

This role requires a Series 7 license and a Series 63 license (or ability to obtain within 90 days), along with experience in financial services and a strong understanding of markets,