Trading Specialist – Client Insight & Support

Fidelity Investments Inc.; Jacksonville (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Trading Specialist to support investors with trading, investment and account-related needs while deepening client relationships.

You will guide clients through market activity, process complex securities transactions and provide education to help informed decisions. In this role, you’ll deliver personalized support through inbound interactions, build trust, 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 to clients.
• Ability to guide clients through trading and investment decisions with integrity and confidence.
• Consultative approach to uncovering client needs and recommending appropriate offerings, support, and solutions.
• Excellent communication and active listening skills, including the ability to explain complex investment and trading concepts in a clear and relatable manner.
• Strong attention to detail and commitment to accuracy when processing transactions and handling client requests.
• Effective problem-solving, critical-thinking, and decision-making skills.
• Ability to manage several priorities and perform effectively in a fast-paced, team-oriented environment.

Responsibilities

• Support investors with trading, investment and account-related needs while helping deepen client relationships.
• Guide clients through market activity and process complex securities transactions.
• Provide education that helps clients make informed financial decisions.
• Deliver personalized support through 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

Regulatory knowledge

Client communication

Analytical thinking

Decision making

Multitasking

Account support

Job description

Fidelity Investments Inc. is seeking a Trading Specialist to support investors with trading, investment and account-related needs while deepening client relationships.

You will guide clients through market activity, process complex securities transactions and provide education to help informed decisions. In this role, you’ll deliver personalized support through inbound interactions, build trust, and identify opportunities to connect clients with additional products and solutions.