Trading Specialist: Client-Focused Market Support

Fidelity Investments Inc.; Friendswood (TX); Teletrabalho; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

Fidelity Investments Inc. 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 informed decisions. The role requires Series 7 and Series 63 licenses, knowledge of equities, options, mutual funds, fixed income, regulatory requirements, and strong communication.

Qualificações

• Series 7 license is 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 including equities, options, mutual funds, fixed income, and precious metals.
• Ability to apply regulatory and policy requirements while delivering compliant client support.
• Consultative approach to uncovering client needs and recommending offerings.

Responsabilidades

• Guide clients through trading and investment decisions with integrity and confidence.
• Assist investors with a broad range of trading and account-related needs.
• Process complex securities transactions accurately and efficiently.
• Provide education to help clients make informed financial decisions.
• Deliver personalized support through inbound client interactions to build trust.

Conhecimentos

Series 7 license

Series 63 license

Trading support

Client services

Financial markets knowledge

Regulatory compliance

Effective communication

Attention to detail

Multi-tasking

Descrição da oferta de emprego

Fidelity Investments Inc. 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 informed decisions. The role requires Series 7 and Series 63 licenses, knowledge of equities, options, mutual funds, fixed income, regulatory requirements, and strong communication.