Trading Specialist — Client Support & Market Insight

Fidelity Investments Inc.; Westlake (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Onsite working model

Job summary

Fidelity Investments seeks a Trading Specialist to assist investors with trading, account needs, and education. You will guide clients through market activity, process complex securities transactions, and strengthen client relationships through proactive service.

Role requires Series 7 and Series 63 licenses (or within 90 days), strong market knowledge, regulatory understanding, and excellent communication for clear investment guidance. Onsite work model applies.

Qualifications

• Series 7 license required
• Series 63 license within 90 days
• Experience in financial services or related field
• Knowledge of financial markets, investments and regulatory developments
• Understanding of securities transactions across equities, options, funds and fixed income
• Regulatory/compliance mindset applied to client support
• Ability to explain investment concepts clearly

Responsibilities

• Support clients with trading and account-related needs.
• Guide clients through market activity and transactions.
• Process complex securities transactions with accuracy.
• Educate clients to make informed financial decisions.
• Build trust and deepen client relationships in a fast-paced team environment.

Skills

Series 7 license

Series 63 license

Financial services

Regulatory knowledge

Customer service

Communication skills

Attention to detail

Explain complex concepts

Teamwork

Job description

Fidelity Investments seeks a Trading Specialist to assist investors with trading, account needs, and education. You will guide clients through market activity, process complex securities transactions, and strengthen client relationships through proactive service.

Role requires Series 7 and Series 63 licenses (or within 90 days), strong market knowledge, regulatory understanding, and excellent communication for clear investment guidance. Onsite work model applies.