Trading Specialist — Investor Guidance & Relationships

Fidelity Investments; Pittsburgh (Allegheny County); On-site; USD 60,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account-related needs. You will guide clients through market activity, process complex securities transactions, and provide education to empower confident decisions.

The role emphasizes inbound client interactions, building trusted relationships, and identifying opportunities to connect clients with Fidelity products and solutions. A strong grasp of markets and compliance is essential.

Qualifications

• Series 7 license is 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, 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 compliant client support.
• Ability to guide clients through trading and investment decisions with integrity and confidence.
• Consultative approach to uncovering client needs and recommending offerings, support, and solutions.
• Excellent communication and active listening skills; able to explain complex concepts clearly.
• Strong attention to detail and accuracy in processing transactions.

Responsibilities

• Guide clients through trading and investment decisions with integrity.
• Process complex securities transactions with accuracy and speed.
• Provide education that helps clients make informed financial choices.
• Deliver personalized support through inbound client interactions to strengthen relationships.
• Support clients and uncover opportunities to connect them with products and solutions.

Skills

Series 7 license

Series 63 license

Financial services experience

Knowledge of markets

Securities transactions

Regulatory compliance

Client communication

Problem solving

Team collaboration

Job description

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account-related needs. You will guide clients through market activity, process complex securities transactions, and provide education to empower confident decisions.

The role emphasizes inbound client interactions, building trusted relationships, and identifying opportunities to connect clients with Fidelity products and solutions. A strong grasp of markets and compliance is essential.