Trading Specialist: Client-Focused Markets Expert

Fidelity Investments Inc.

Covington (KY)

On-site

USD 65,000 - 95,000

Full time

6 days ago

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Job summary

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

You will work within Fidelity's Client Services organization, focusing on accurate, compliant support while building trust and deeper client relationships in a fast-paced, onsite team environment.

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.

Responsibilities

Support investors with trading, investment and account-related needs.
Guide clients through market activity and education to inform decisions.
Process complex securities transactions with accuracy and compliance.
Build trust and deepen client relationships through inbound interactions.

Skills

Series 7 license

Series 63 license

Financial services experience

Client services experience

Communication skills

Education

Series 7 license

Series 63 license

Job description

You will work within Fidelity's Client Services organization, focusing on accurate, compliant support while building trust and deeper client relationships in a fast-paced, onsite team environment.

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