Trading Specialist: Elevate Client Strategy & Markets

Fidelity; United States; Remote; USD 70,000 - 95,000; Full time

Job summary

Fidelity is seeking a Trading Specialist to support clients with trading, investments, and account-related needs. You will guide clients through market activity, process complex securities transactions, and offer education to empower informed decisions.

The role requires FINRA Series 7, Series 63 eligibility or attainment within 90 days, and a strong background in financial services. Onsite work model applies, with emphasis on regulatory compliance and client trust.

Qualifications

• Series 7 license required or equivalent.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, or related field.
• Understanding of equities, options, mutual funds, fixed income, and metals.
• Ability to apply regulatory requirements while assisting clients.

Responsibilities

• Assist clients with trading, investment, and account-related needs.
• Guide clients through market activity and complex transactions.
• Provide education to help clients make informed financial decisions.
• Deliver compliant, accurate support in a fast-paced, team-oriented environment.

Skills

Series 7 license

Series 63 license or eligibility

Financial services experience

Knowledge of financial markets

Securities transactions understanding

Regulatory compliance

Consultative client guidance

Strong communication skills

Attention to detail

Multi-tasking in fast-paced teams

Job description

Fidelity is seeking a Trading Specialist to support clients with trading, investments, and account-related needs. You will guide clients through market activity, process complex securities transactions, and offer education to empower informed decisions.

The role requires FINRA Series 7, Series 63 eligibility or attainment within 90 days, and a strong background in financial services. Onsite work model applies, with emphasis on regulatory compliance and client trust.