Trading Specialist

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

📋 Description

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

• Guide clients through market activities and intricate securities transactions.

• Offer educational resources to empower clients in making knowledgeable financial choices.

• Provide tailored support through incoming client engagements.

• Foster trust and enhance client loyalty.

• Identify opportunities to introduce clients to additional products and solutions.

• Clarify complex financial market and trading concepts in relatable discussions with clients.

• Deliver trading assistance, education, and mentorship as part of Fidelity’s Client Services team.

⛳️ Requirements

• A Series 7 license is mandatory.

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

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

• Strong knowledge of financial markets, investment products, economic trends, and industry advancements.

• Understanding of securities transactions, including equities, options, mutual funds, fixed income securities, and precious metals.

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

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

• Consultative approach to identifying client needs and suggesting suitable offerings, support, and solutions.

• Excellent communication and active listening abilities, including the capacity to explain complex investment and trading concepts clearly.

• Strong attention to detail and dedication to accuracy.

• Effective problem-solving, critical-thinking, and decision-making capabilities.

• Ability to juggle multiple priorities in a fast-paced, team-oriented setting.

• Primary residence within a 90-mile radius of an approved branch location at the time of application.

• Must not require immigration sponsorship.

• Subject to limitations related to certain criminal histories under relevant financial-services laws and regulations.

🏝️ Benefits

• Transition information for a full-time onsite working model; this position is classified as exempt if fully remote.

• Opportunities for client trading support, education, and mentorship.