Trading Specialist: Client-Focused Market Support

Soteria Reinsurance Ltd.; Atlanta (GA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments is seeking 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 provide education that helps clients make informed decisions.

In this role, you will deliver personalized support through inbound interactions, build trust, and identify opportunities to connect clients with products and solutions.

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 (equities, options, mutual funds, fixed income, precious metals).
• Ability to apply regulatory requirements while delivering compliant client support.

Responsibilities

• Assist clients with trading, investment, and account-related needs.
• Guide clients through market activity and complex transactions.
• Educate clients to help them make informed financial decisions.
• Deliver personalized support through inbound client interactions and build trust and loyalty.

Skills

Series 7 license

Series 63 license

Trading support

Client services

Regulatory knowledge

Communication skills

Financial markets knowledge

Job description

Fidelity Investments is seeking 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 provide education that helps clients make informed decisions.

In this role, you will deliver personalized support through inbound interactions, build trust, and identify opportunities to connect clients with products and solutions.