Trading Specialist: Client-Focused Market Support

Fidelity Investments; Chandler (AZ); Remote; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments in Chandler, AZ, seeks a Trading Specialist to support investors with trading and account services. You will guide clients through market activity, process complex securities transactions, and deliver clear education to help informed decisions.

A strong grasp of financial markets and regulatory requirements is essential. Series 7 and Series 63 licenses are required or to be obtained within 90 days.

Qualifications

• Series 7 license is required for eligibility
• 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
• Ability to explain complex investment concepts clearly to clients

Responsibilities

• Assist clients with trading, investments, and account-related needs
• Process complex securities transactions with accuracy
• Educate clients on market activity and product offerings
• Ensure regulatory compliance in client interactions
• Build trust and deepen client relationships through proactive service

Skills

Trading support

Client services

Regulatory compliance

Financial markets

Communication skills

Problem solving

Education

Series 7 license

Series 63 license

Job description

Fidelity Investments in Chandler, AZ, seeks a Trading Specialist to support investors with trading and account services. You will guide clients through market activity, process complex securities transactions, and deliver clear education to help informed decisions.

A strong grasp of financial markets and regulatory requirements is essential. Series 7 and Series 63 licenses are required or to be obtained within 90 days.