Trading Specialist: Guide Investors & Navigate Markets

Fidelity Investments Inc.; Phoenix (AZ); Remote; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support investors with trading, account-related needs, and education on market activity. You will process complex securities transactions, deepen client relationships, and guide clients through decisions with clarity and integrity.

With Series 7 and Series 63 licensing or plans to obtain within 90 days, you will navigate regulatory requirements, explain investment concepts, and deliver compliant, consultative support in a fast-paced,

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.

Responsibilities

• Support investors with trading, investment, and account-related needs.
• Guide clients through market activity and educate on financial decisions.
• Process complex securities transactions and ensure accuracy and compliance.

Skills

Series 7 license

Series 63 license

Financial services experience

Market knowledge

Securities transactions

Regulatory compliance

Consultative selling

Clear communication

Attention to detail

Multitasking in fast-paced env

Job description

Fidelity Investments is seeking a Trading Specialist to support investors with trading, account-related needs, and education on market activity. You will process complex securities transactions, deepen client relationships, and guide clients through decisions with clarity and integrity.

With Series 7 and Series 63 licensing or plans to obtain within 90 days, you will navigate regulatory requirements, explain investment concepts, and deliver compliant, consultative support in a fast-paced,