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About the Role
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. Success requires a strong understanding of financial markets, trading products, industry regulations, and proficiency in breaking down complex concepts into significant client conversations.
Responsibilities
- 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.
- Find opportunities to connect clients with additional products and solutions.
Requirements
- Primary residence must be located within a 90-mile radius of approved branch sites.
- Fidelity will not provide immigration sponsorship for this position.
- Ability to obtain Series 63 license 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.
- 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.
- Individuals with certain Criminal Histories may be restricted from hiring or association due to laws and regulations.
Skills
- Series 7 license
- Series 63 license
- Financial markets knowledge
- Investment products knowledge
- Economic trends knowledge
- Industry developments knowledge
- Securities transactions understanding
- Regulatory and policy application
- Client guidance
- Consultative approach
- Communication skills
- Active listening skills
- Problem-solving skills
- Critical-thinking skills
- Decision-making skills
- Prioritization skills
Location
- Chappaqua
- Garden City
- Greenwich CT
- Fairfield CT
- Lake Grove
- NYC Bryant Park
- NYC Flatiron
- NYC Lincoln Center
- NYC Park Ave
- NYC Upper West Side
- NYC Upper East Side
- NYC Wall Street
- Plainview
- Roslyn
- Scarsdale
- Stamford CT
Work Type
- Onsite
Salary/Compensations
- $44,000-80,000 USD per year
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
- Student loan repayment
- Tuition reimbursement
- Learning resources
About the Company
- As part of Fidelity's Client Services organization, we serve as a key connection between our clients and a diverse selection of investment products, services, and financial solutions.
- Our team helps investors navigate the markets by providing trading support, education, and mentorship that builds confidence and trust.
- We are committed to delivering outstanding service, encouraging long-term relationships, and helping clients achieve their financial goals through every market environment.
- Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.