Trading Specialist — Client‑Focused Markets Expert

Fidelity; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

Fidelity is seeking a Trading Specialist to support investors with trading, investment, and account needs. You will guide clients through market activity, process complex transactions, and educate clients to empower informed decisions.

In this role, you’ll build trust, deepen relationships, and identify opportunities to connect clients with additional Fidelity products and solutions. FINRA licenses and regulatory knowledge are essential.

Qualifications

• FINRA Series 7 license required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, or related fields.
• Knowledge of markets, products, and regulatory requirements.
• Understanding of equities, options, funds, fixed income, and precious metals.
• Ability to provide compliant, accurate client support.

Responsibilities

• Assist clients with trading, investment, and account needs.
• Guide clients through market activity and transactions.
• Educate clients to help them make informed decisions.
• Deliver personalized support to deepen client relationships.
• Ensure accuracy and compliance in processing orders and requests.
• Identify opportunities to connect clients with products and solutions.

Skills

Series 7 license

Series 63 within 90d

Brokerage ops experience

Markets knowledge

Securities transactions

Regulatory compliance

Consultative selling

Communication skills

Job description

Fidelity is seeking a Trading Specialist to support investors with trading, investment, and account needs. You will guide clients through market activity, process complex transactions, and educate clients to empower informed decisions.

In this role, you’ll build trust, deepen relationships, and identify opportunities to connect clients with additional Fidelity products and solutions. FINRA licenses and regulatory knowledge are essential.