Trading Specialist: Market Support & Client Education

Fidelity Investments

Kansas City (MO)

On-site

USD 65,000 - 90,000

Full time

14 days+

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Job summary

Fidelity Investments in Kansas City, MO 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 that helps clients make informed financial decisions.

Join a team within Fidelity's Client Services organization, with an onsite model and opportunities to deepen client relationships by offering additional products and solutions while

Qualifications

Requires Series 7 license and Series 63 license or ability to obtain within 90 days.
Experience in financial services, brokerage operations, trading support, or related field.
Strong knowledge of financial markets, investment products, and industry developments.
Ability to explain complex investment concepts clearly.
Regulatory and policy requirements must be applied accurately.

Responsibilities

Support investors with trading, investment, and account-related needs.
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 to build trust.
Identify opportunities to connect clients with additional products and solutions.

Skills

Series 7 license

Series 63 license

Financial services experience

Regulatory knowledge

Client-focused communication

Attention to detail

Job description

Join a team within Fidelity's Client Services organization, with an onsite model and opportunities to deepen client relationships by offering additional products and solutions while

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