Trading Specialist: Client-Focused Market Support

Fidelity Investments Inc.; Westlake (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support clients with trading, investment and account needs, guiding them through market activity and executing complex transactions.

You will educate clients to make informed decisions, uphold regulatory standards, and collaborate with a dedicated Client Services team in a primarily onsite model. Strong communication and accuracy are essential as you balance multiple priorities in a fast-paced environment.

Qualifications

• 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, trends, and developments.
• Understanding of securities transactions (equities, options, mutual funds, fixed income, metals).
• Ability to apply regulatory requirements while delivering compliant client support.
• Consultative approach to uncover client needs and recommend offerings.

Responsibilities

• Support investors with trading, investment, and account needs.
• Guide clients through market activity and process complex securities transactions.
• Provide education to help clients make informed financial decisions.
• Deliver accurate, compliant client support in a fast-paced, team-oriented environment.

Skills

Series 7 license

Series 63 within 90 days

Trading support

Client services

Regulatory compliance

Financial markets knowledge

Communication skills

Job description

Fidelity Investments is seeking a Trading Specialist to support clients with trading, investment and account needs, guiding them through market activity and executing complex transactions.

You will educate clients to make informed decisions, uphold regulatory standards, and collaborate with a dedicated Client Services team in a primarily onsite model. Strong communication and accuracy are essential as you balance multiple priorities in a fast-paced environment.