Trading Specialist

🔥 23 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $44k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Support investors with trading, investment, and account-related needs • Guide clients through market activity • Process complex securities transactions • Provide education to help clients make informed financial decisions • Deliver personalized support through inbound client interactions • Build trust and strengthen client loyalty • Identify opportunities to connect clients with additional products and solutions • Serve as a key connection between clients and investment products, services, and financial solutions • Provide trading support, education, and mentorship

🎯 Requirements

• Primary residence must be located within a 90 mile radius at the time of application from the approved branch sites: Berkley, Burlingame, Dublin, Marin, San Francisco and Walnut Creek • 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 • Must meet applicable regulatory and self-regulatory organization requirements, including FINRA-related requirements • May be subject to restrictions based on certain criminal histories

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment, tuition reimbursement, and learning resources • Bonus or other variable compensation may be included depending on position and eligibility