Trading Specialist: Elevate Client Investing & Trading

Fidelity Investments Inc.; Overland Park (KS); Remote; USD 70,000 - 100,000; Full time

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 transactions, and provide education to help clients make informed financial decisions.

The role requires a Series 7 license and room to obtain a Series 63 within 90 days, with a strong emphasis on regulatory compliance, accuracy, and client-centric service in a fast-paced team environment.

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 a broad range of trading, investment, and account-related needs while deepening client relationships.
• Guide clients through market activity and help them make informed financial decisions.
• Process complex securities transactions with accuracy and efficiency.
• Provide education to clients and connect them with additional products and solutions.
• Deliver personalized support through inbound client interactions to build trust and loyalty.
• Represent Fidelity’s Client Services organization as a key connection to investment products and financial solutions.
• Contribute to a positive, fast-paced, team-oriented work environment with strong regulatory awareness.

Skills

Financial markets

Regulatory compliance

Client services

Active listening

Communication skills

Attention to detail

Problem solving

Multi-tasking

Education

Series 7 license

Series 63 license

Job description

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 transactions, and provide education to help clients make informed financial decisions.

The role requires a Series 7 license and room to obtain a Series 63 within 90 days, with a strong emphasis on regulatory compliance, accuracy, and client-centric service in a fast-paced team environment.