Trading Specialist - Client-Focused Market Support

Soteria Reinsurance Ltd.; Merrimack, Northern (NH, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support investors with trading, account-related needs and education. You will guide clients through market activity, process complex securities transactions, and help them make informed financial decisions while maintaining compliance and building trust.

The role requires a Series 7 license and Series 63 or ability to obtain within 90 days, with onsite work expectations and a strong emphasis on accuracy, communication, and client-focused

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.
• Knowledge of financial markets, investment products, economic trends, and industry developments.
• Ability to apply regulatory and policy requirements while delivering accurate and compliant support to clients.
• Ability to guide clients through trading and investment decisions with integrity and confidence.

Responsibilities

• Support investors with trading, account-related needs and education.
• Guide clients through market activity and transactions.
• Process complex securities transactions accurately.
• Identify opportunities to connect clients with additional products and solutions.
• Deliver personalized, compliant client service and documentation.

Skills

Series 7 license

Series 63 license

Trading support

Client services

Financial markets knowledge

Regulatory compliance

Analytical thinking

Communication skills

Multitasking

Team collaboration

Job description

Fidelity Investments is seeking a Trading Specialist to support investors with trading, account-related needs and education. You will guide clients through market activity, process complex securities transactions, and help them make informed financial decisions while maintaining compliance and building trust.

The role requires a Series 7 license and Series 63 or ability to obtain within 90 days, with onsite work expectations and a strong emphasis on accuracy, communication, and client-focused