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

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

• Navigate clients through market dynamics and intricate securities transactions.

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

• Provide tailored assistance through incoming client communications.

• Foster trust and enhance client loyalty.

• Spot opportunities to link clients with additional products and solutions.

• Deliver trading support, education, and mentorship to help investors successfully maneuver the markets.

• Aid clients in reaching their financial objectives across varying market conditions.

• Candidates must reside within a 90-mile radius of the designated San Antonio branch location at the time of application.

• Fidelity will not offer immigration sponsorship.

• A Series 7 license is mandatory.

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

• Experience in financial services, brokerage operations, trading support, client services, or a related area is essential.

• Familiarity with financial markets, investment products, economic trends, and industry advancements is necessary.

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

• Capability to apply regulatory and policy requirements while providing precise and compliant client support.

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

• A consultative method for identifying client needs and suggesting fitting offerings, support, and solutions.

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

• Strong attention to detail and a dedication to accuracy.

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

• Ability to manage multiple priorities and thrive in a fast-paced, team-oriented setting.

• Must meet relevant regulatory and legal criteria regarding criminal history.

• Information regarding the full-time onsite working model transition is provided; no specific benefits or compensation extras mentioned.

Trading Specialist

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