Trading Specialist: Investor Support & Education

Soteria Reinsurance Ltd.; Indianapolis (IN); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account-related needs. The role involves guiding clients through market activity, processing complex securities transactions, and delivering education to help clients make informed decisions.

As part of Fidelity's Client Services, you will build trust, strengthen client relationships, and connect clients with broader products and solutions in a fast-paced, onsite environment near Indianapolis.

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.

Skills

Series 7 license

Series 63 license

Financial services experience

Financial markets knowledge

Securities transactions knowledge

Regulatory compliance

Client guidance in trading decisions

Consultative selling approach

Communication & active listening

Attention to detail

Problem solving & critical thinking

Multitasking in fast-paced environment

Job description

Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account-related needs. The role involves guiding clients through market activity, processing complex securities transactions, and delivering education to help clients make informed decisions.

As part of Fidelity's Client Services, you will build trust, strengthen client relationships, and connect clients with broader products and solutions in a fast-paced, onsite environment near Indianapolis.