Trading Specialist: Client-Focused Market Support
Fidelity Investments Inc.
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Fidelity Investments is seeking a Trading Specialist in the United States to support investors with trading, account-related needs, and education that helps clients make informed financial decisions. You will guide clients through market activity, process complex securities transactions, and deepen client relationships.
A strong understanding of markets, trading products, and regulatory requirements is essential.
Qualifications
- Series 7 license is required.
- Series 63 license or eligibility within 90 days.
- Experience in financial services, brokerage operations or related fields.
- Knowledge of markets, investment products, and industry regulations.
- Ability to apply regulatory requirements while supporting clients accurately.
Responsibilities
- Support investors with trading, investment and account-related needs.
- Guide clients through market activity and explain complex concepts clearly.
- Process complex securities transactions and deepen client relationships.
- Provide education to help clients make informed financial decisions.
Skills
Job description
Fidelity Investments is seeking a Trading Specialist in the United States to support investors with trading, account-related needs, and education that helps clients make informed financial decisions. You will guide clients through market activity, process complex securities transactions, and deepen client relationships.
A strong understanding of markets, trading products, and regulatory requirements is essential.
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