Trading Specialist: Client-Focused Market Support

Soteria Reinsurance Ltd.; Portland, Northern (OR, KY); Hybrid; USD 80,000 - 115,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investments, and account-related needs. You will guide clients through market activity, process complex securities transactions, and provide education to help clients make informed decisions.

In this role, you will deliver personalized support through inbound interactions, build trust, deepen client relationships, and identify opportunities to connect clients with additional 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 a related field.
• Knowledge of financial markets, investment products, economic trends, and industry developments.
• Understanding of securities transactions including equities, options, mutual funds, fixed income securities, and precious metals.
• Ability to apply regulatory and policy requirements while delivering accurate and compliant support.

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Guide clients through market activity and complex transactions.
• Provide education to help clients make informed financial decisions.
• Deliver personalized support via inbound client interactions to build trust and loyalty.
• Identify opportunities to connect clients with additional products and solutions.

Skills

Series 7 license

Series 63 license

Financial services experience

Knowledge of markets

Regulatory compliance

Client communications

Attention to detail

Problem solving

Job description

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investments, and account-related needs. You will guide clients through market activity, process complex securities transactions, and provide education to help clients make informed decisions.

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