Trading Specialist: Elevate Client Trading & Advice

Fidelity Investments; Austin (TX); Remote; USD 60,000 - 85,000; Full time

Job summary

Fidelity Investments in Austin, TX 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 deliver education to help informed decisions in a fast-paced, team-oriented environment.

Key requirements include a Series 7 license (and Series 63 within 90 days), experience in financial services, strong communication, and adherence to regulatory standards.

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 related field.

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Guide clients through market activity and complex securities transactions.
• Provide education to help clients make informed financial decisions.
• Deliver personalized support through inbound client interactions and build trust.

Skills

Series 7 license

Series 63 license

Financial services experience

Regulatory knowledge

Communication skills

Attention to detail

Client advisory approach

Problem solving

Multi-tasking

Job description

Fidelity Investments in Austin, TX 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 deliver education to help informed decisions in a fast-paced, team-oriented environment.

Key requirements include a Series 7 license (and Series 63 within 90 days), experience in financial services, strong communication, and adherence to regulatory standards.