Trading Specialist: Investor Education & Support

Fidelity Investments Inc.; Charlotte (NC); Remote; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. in Charlotte, NC is seeking a Trading Specialist to support clients with trading, investment, and account-related needs, guiding them through market activity and explaining complex concepts in clear terms.

You will process transactions for equities, options, mutual funds and fixed income, provide education that builds confidence, and help deepen client relationships while ensuring compliance with industry regulations and internal policies.

Qualifications

• Series 7 license required.
• Series 63 license or within 90 days of start.
• Experience in financial services or brokerage operations.
• Knowledge of equities, options, mutual funds, and fixed income.

Responsibilities

• Assist investors with trading and account-related needs.
• Guide clients through market activity and explain concepts clearly.
• Process complex securities transactions accurately.
• Provide education that helps clients choose products and solutions.

Skills

Series 7 license

Series 63 license

Trading support

Client services

Regulatory knowledge

Attention to detail

Communication skills

Critical thinking

Job description

Fidelity Investments Inc. in Charlotte, NC is seeking a Trading Specialist to support clients with trading, investment, and account-related needs, guiding them through market activity and explaining complex concepts in clear terms.

You will process transactions for equities, options, mutual funds and fixed income, provide education that builds confidence, and help deepen client relationships while ensuring compliance with industry regulations and internal policies.