Trading Specialist

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

📋 Description

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

• Navigate clients through market activities

• Execute intricate securities transactions

• Offer educational resources to empower clients in making informed financial choices

• Provide tailored support through inbound client communications

• Cultivate trust and enhance client loyalty

• Spot opportunities to connect clients with additional products and services

• Offer trading assistance, education, and mentorship to investors

⛳️ Requirements

• Series 7 license is mandatory

• Series 63 license or the capability to obtain it within 90 days

• Background in financial services, brokerage operations, trading support, client services, or a similar field

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

• Comprehension of securities transactions, which includes equities, options, mutual funds, fixed income securities, and precious metals

• Ability to adhere to regulatory and policy standards while delivering accurate and compliant client support

• Skill in guiding clients through trading and investment choices with integrity and assurance

• Consultative mindset to identify client needs and suggest suitable offerings, support, and solutions

• Exceptional communication and active listening abilities, with a knack for clarifying complex investment and trading ideas

• Strong attention to detail and a dedication to precision

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

• Capability to manage multiple priorities and perform effectively in a dynamic, team-focused environment

• Must reside within a 90-mile radius of approved branch locations at the time of application

• Fidelity will not offer immigration sponsorship for this role

🏝️ Benefits

• Competitive salary and performance-based bonuses

• Comprehensive health, dental, and vision insurance plans

• Retirement savings plan with employer matching contributions

• Opportunities for professional development and career advancement

• Generous paid time off and holiday policies