Trading Specialist- Greater Tri-State Area (REMOTE)

Summary

Fidelity Investments is a financial services company serving investors through a diverse selection of investment products, services, and financial solutions. The Trading Specialist will support clients with trading, investment, and account-related needs, process complex securities transactions, provide financial education, and identify 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

• Bonus or other variable compensation, depending on the position and eligibility requirements
• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement benefits
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources to develop your career
• Fully remote work arrangement