Trading Specialist — FINRA Licensed with Client Education

Fidelity Investments Inc.; Orlando (FL); Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

Onsite working model

Job summary

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

You will guide clients through market activity, process complex securities transactions, and provide education to help them make informed financial decisions. As part of Fidelity’s Client Services team, you will deliver personalized support through inbound interactions, build trust, and strengthen client relationships while adhering to regulatory

Qualifications

• Series 7 license is required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, trading support, or related field.
• Knowledge of financial markets, investment products, and industry developments.
• Ability to apply regulatory and policy requirements while delivering compliant support.
• Strong communication and client education skills.

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Guide clients through market activity and complex securities transactions.
• Provide education that helps clients make informed financial decisions.
• Deliver personalized support through inbound client interactions to build trust and loyalty.
• Ensure accuracy and compliance in processing transactions and handling requests.

Skills

Series 7 license

Series 63 license

Financial services

Trading support

Client services

Regulatory knowledge

Securities transactions

Communication skills

Attention to detail

Problem solving

Job description

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

You will guide clients through market activity, process complex securities transactions, and provide education to help them make informed financial decisions. As part of Fidelity’s Client Services team, you will deliver personalized support through inbound interactions, build trust, and strengthen client relationships while adhering to regulatory