Trading Specialist: Elevate Client Trading & Insight

Fidelity Investments Inc.; Town of Florida (NY); Remote; USD 70,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Trading Specialist to support investors with trading, investment, and account-related needs.

The role involves guiding clients through market activity, processing complex securities transactions, and providing education to help clients make informed financial decisions. You will deliver personalized support through inbound client interactions, building trust and expanding relationships.

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.

Responsibilities

• Guide clients through trading and investment decisions with integrity and confidence.
• Assist investors with a broad range of trading, investment, and account-related needs.
• Process complex securities transactions accurately and efficiently.
• Provide education to help clients make informed financial decisions.
• Deliver personalized support through inbound client interactions to build trust and loyalty.

Skills

Series 7

Series 63

Financial services

Markets knowledge

Securities transactions

Regulatory compliance

Client education

Communication

Attention to detail

Multitasking

Job description

Fidelity Investments Inc. is seeking a Trading Specialist to support investors with trading, investment, and account-related needs.

The role involves guiding clients through market activity, processing complex securities transactions, and providing education to help clients make informed financial decisions. You will deliver personalized support through inbound client interactions, building trust and expanding relationships.