Trading Specialist: Client-Focused Market Guide

Fidelity; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

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

Success requires a strong understanding of financial markets, trading products, and regulatory requirements, with the ability to explain complex concepts clearly and compliantly in a 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 a related field.

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Guide clients through market activity and execute complex securities transactions.
• Provide education that helps clients make informed financial decisions.
• Deliver personalized support through inbound client interactions to build trust and deepen relationships.

Skills

Series 7 license

Series 63 license within 90 days

Financial services experience

Knowledge of financial markets

Securities transactions understanding

Regulatory compliance

Client education

Communication skills

Attention to detail

Problem solving

Job description

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

Success requires a strong understanding of financial markets, trading products, and regulatory requirements, with the ability to explain complex concepts clearly and compliantly in a fast-paced,