Overview In this role you will support investors with trading, investment, and account-related needs while strengthening client relationships. You will guide clients through market activity, execute complex securities transactions, and educate them to make informed decisions. Your work will drive trust and loyalty by delivering compliant, accurate support in a fast-paced, team-oriented environment. You will engage cross-functionally to connect clients with suitable products and solutions, aligning with Fidelity's client-centric mission. This position offers the chance to apply market expertise to real client outcomes and contribute to long-term financial goals.
Responsibilities- Support clients with trading, investment, and account-related activities
- Process complex securities transactions with accuracy and compliance
- Educate clients on market activity and investment concepts
- Guide clients through trading and investment decisions with integrity
- Strengthen client relationships and identify opportunities to connect clients with products
- Ensure adherence to regulatory requirements in all client interactions
Key requirements- Series 7 license
- Series 63 license or ability to obtain within 90 days
- Experience in financial services, brokerage operations, trading support, or client services
- Knowledge of financial markets, investment products, and industry developments
- Understanding of securities transactions (equities, options, mutual funds, fixed income, precious metals)
- Ability to apply regulatory policies and deliver compliant support
- Consultative approach to uncover client needs and recommend offerings
- Excellent communication and active listening skills
- Strong attention to detail and accuracy in processing transactions
- Effective problem-solving, critical thinking, and multi-tasking in a fast-paced environment
- strong communication
- active listening
- integrity
- trading support
- brokerage operations
- regulatory compliance
