Trading Specialist

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Assist investors with their trading, investment, and account-related inquiries.

• Navigate clients through various market activities.

• Execute intricate securities transactions.

• Educate clients to empower them to make well-informed financial choices.

• Offer tailored support through incoming client engagements.

• Establish trust and enhance client loyalty.

• Discover opportunities to connect clients with supplementary products and services.

• Utilize knowledge of financial markets, trading products, and industry regulations in client discussions.

• Provide trading assistance, education, and mentorship as a part of Fidelity's Client Services team.

⛳️ Requirements

• Possession of a Series 7 license is mandatory.

• A Series 63 license or the ability to obtain one within 90 days is required.

• Background in financial services, brokerage operations, trading support, client services, or a related area.

• Familiarity with financial markets, investment products, economic trends, and industry changes.

• Comprehension of securities transactions, encompassing equities, options, mutual funds, fixed income securities, and precious metals.

• Capability to apply regulatory and policy standards while providing accurate and compliant client support.

• Ability to guide clients in trading and investment choices with integrity and assurance.

• Consultative method for identifying client needs and suggesting suitable offerings, support, and solutions.

• Exceptional communication and active listening abilities, including the capability to clarify complex investment and trading concepts.

• Strong attention to detail and a commitment to precision.

• Proficient in problem-solving, critical thinking, and decision-making skills.

• Ability to juggle multiple priorities and perform effectively in a dynamic, team-oriented atmosphere.

• Must reside within a 90-mile radius of the designated Pittsburgh and Pitt-South Hills branch locations at the time of application.

• Fidelity will not sponsor immigration for this position.

🏝️ Benefits

• Comprehensive benefits package including health, dental, and vision coverage.

• Retirement savings plan with company matching contributions.

• Opportunities for professional development and career advancement.

• Employee discounts and perks on various services.