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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. 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.

Responsibilities

• Support investors with a broad range of 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.

Requirements

• Primary residence must be located within a 90-mile radius of approved branch sites: Berkley, Burlingame, Dublin, Marin, San Francisco, and Walnut Creek.
• Fidelity will not provide immigration sponsorship for this position.
• 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.
• 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.
• Fidelity’s business is governed by various laws and regulations that may restrict hiring individuals with certain criminal histories.

Skills

• Series 7 license
• Series 63 license or ability to obtain within 90 days
• Excellent communication and active listening skills
• Ability to explain complex investment and trading concepts in a clear and relatable manner.

Location

• Berkley
• Burlingame
• Dublin
• Marin
• San Francisco
• Walnut Creek

Work Type

• Onsite

Experience Level

• Experience in financial services, brokerage operations, trading support, client services, or a related field.

Education Level

• Series 07 - FINRA
• Series 63 - FINRA

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 including student loan repayment, tuition reimbursement, and 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.

Equal Opportunity

• Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.