Trading Specialist - Client Support and Market Education

Fidelity Investments Inc.

Portland (OR)

Remote

USD 70,000 - 90,000

Full time

14 days+

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Job summary

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

You will guide clients through market activity, process complex securities transactions, and provide education to help clients make informed decisions. The role requires a Series 7 license (and Series 63 or ability to obtain within 90 days), plus experience in financial services, trading support, and client services.

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.

Responsibilities

Support investors with a broad range of trading, investment, and account-related needs.
Guide clients through market activity and processing complex securities transactions.
Provide education that helps clients make informed financial decisions.
Deliver personalized support through inbound client interactions to build trust and loyalty.