Trading Specialist - Columbus Market & Client Educator

Fidelity Investments Inc.; Columbus (OH); Remote; USD 70,000 - 95,000; Full time

Benefits offered by this job

Onsite work model

Job summary

Fidelity Investments is seeking a Trading Specialist to support clients with trading, investment, and account needs. You will guide clients through market activity, process complex securities transactions, and educate them to make informed decisions, while building trust and strengthening relationships.

The role requires deep knowledge of markets and products, familiarity with FINRA regulations, and the ability to explain concepts clearly.

Qualifications

• Must hold Series 7 license and Series 63 or obtain within 90 days.
• Experience in financial services or brokerage operations.
• Knowledge of markets, investment products, and regulatory requirements.
• Ability to explain complex investment concepts clearly.
• Strong accuracy and attention to detail for processing transactions.

Responsibilities

• Assist investors with trading, account-related needs.
• Guide clients through market activity and trading decisions.
• Process complex securities transactions.
• Educate clients on products and solutions.
• Maintain compliant client-service interactions.

Skills

Series 7 license

Series 63 license

Financial services experience

Regulatory knowledge

Client services focus

Job description

Fidelity Investments is seeking a Trading Specialist to support clients with trading, investment, and account needs. You will guide clients through market activity, process complex securities transactions, and educate them to make informed decisions, while building trust and strengthening relationships.

The role requires deep knowledge of markets and products, familiarity with FINRA regulations, and the ability to explain concepts clearly.