Trading Specialist - Client Services and Education

Fidelity Investments Inc.; Cranberry Township (Butler County); Remote; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. seeks a Trading Specialist to support investors with trading, investment and account-related needs, guiding clients through market activity and processing complex securities transactions.

You will provide education to help clients make informed financial decisions, build trust, and deepen client relationships within Fidelity’s Client Services team, with onsite work expectations.

Qualifications

• Series 7 licensing is required and Series 63 license or ability to obtain within 90 days is expected.
• Experience in financial services, brokerage operations, trading support, client services, or related field is preferred.
• Strong knowledge of markets, investment products, and industry developments, with ability to explain complex concepts clearly.

Responsibilities

• Support investors with trading, investment, and account-related needs, building trusted client relationships.
• Guide clients through market activity and education to help informed financial decisions.
• Process complex securities transactions accurately and in compliance with regulations.

Skills

Series 7 license

Series 63 license (or within 90 days)

Financial services experience

Knowledge of financial markets

Securities transactions understanding

Regulatory compliance

Consultative client guidance

Excellent communication

Attention to detail

Multitasking in fast-paced teams

Job description

Fidelity Investments Inc. seeks a Trading Specialist to support investors with trading, investment and account-related needs, guiding clients through market activity and processing complex securities transactions.

You will provide education to help clients make informed financial decisions, build trust, and deepen client relationships within Fidelity’s Client Services team, with onsite work expectations.