Trading Specialist: Client-Focused Market Support

Soteria Reinsurance Ltd.; Cleveland, Northern (OH, KY); Hybrid; USD 65,000 - 95,000; 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 to help clients make informed financial decisions.

As part of Fidelity's Client Services, you will build trust, strengthen client relationships, and identify opportunities to connect clients with additional products and solutions through inbound interactions.

Qualifications

• Series 7 license is mandatory.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, or a related field.

Responsibilities

• Assist investors with trading and account-related needs.
• Guide clients through market activity and complex securities transactions.
• Provide education to help clients make informed financial decisions.

Skills

Series 7 license

Series 63 license

Trading support

Financial markets knowledge

Regulatory compliance knowledge

Client communication

Financial product knowledge

Attention to detail

Multitasking

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 to help clients make informed financial decisions.

As part of Fidelity's Client Services, you will build trust, strengthen client relationships, and identify opportunities to connect clients with additional products and solutions through inbound interactions.