Trading Specialist- Greater Tri-State Area (REMOTE)

Summary

Fidelity Bank, through Fidelity Brokerage Services LLC, provides clients with investment products, services, and financial solutions. The Trading Specialist supports investors with trading, investment, and account-related needs, processes complex securities transactions, provides financial education, and identifies opportunities to connect clients with additional products and solutions.

Responsibilities

• 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, and providing education that helps clients make informed financial decisions
• By delivering personalized support through inbound client interactions, you will build trust, strengthen client loyalty, and find opportunities to connect clients with additional products and solutions

Skills

• Fidelity will not provide immigration sponsorship for this position
• * 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

Qualifications

Must Haves

• Fidelity will not provide immigration sponsorship for this position
• * 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

Benefits

• Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.