Trading Specialist: Guide Markets, Elevate Client Success

Fidelity Investments; Covington (KY); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support clients with trading, investment, and account needs while deepening relationships. You will guide clients through market activity, process complex securities transactions, and provide education to help clients make informed decisions.

Role requires Series 7 (and Series 63 within 90 days), background in financial services, and a consultative communication approach.

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.
• Effective problem-solving, critical-thinking, and decision-making skills.
• Ability to manage several priorities and perform effectively in a fast-paced, team-oriented environment.

Responsibilities

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

Skills

Series 7 license

Series 63 license

Financial services experience

Knowledge of financial markets

Securities transactions knowledge

Regulatory/compliance awareness

Client advisory/consultative approach

Communication & active listening

Attention to detail

Problem solving & decision making

Multitasking in fast-paced environment

Job description

Fidelity Investments is seeking a Trading Specialist to support clients with trading, investment, and account needs while deepening relationships. You will guide clients through market activity, process complex securities transactions, and provide education to help clients make informed decisions.

Role requires Series 7 (and Series 63 within 90 days), background in financial services, and a consultative communication approach.