[Hiring] Trading Specialist @Fidelity Investments

Role Description

As a Trading Specialist, you will support investors with a broad range of trading, investment, and account-related needs while helping deepen client relationships. This role involves:

• Guiding clients through market activity.
• Processing complex securities transactions.
• Providing education that helps clients make informed financial decisions.
• Delivering personalized support through inbound client interactions.
• Building trust and strengthening client loyalty.
• Finding opportunities to connect clients with additional products and solutions.

Success in this role requires a strong understanding of financial markets, trading products, industry regulations, and proficiency in breaking down complex concepts into significant client conversations.

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.

Company Description

As part of Fidelity's Client Services organization, we serve as a key connection between our clients and a diverse selection of investment products, services, and financial solutions. Our team helps investors navigate the markets by providing trading support, education, and mentorship that builds confidence and trust. We are committed to delivering outstanding service, encouraging long-term relationships, and helping clients achieve their financial goals through every market environment.