Trading Specialist- Greater Las Vegas, NV Area (REMOTE)
About the role
Fidelity will not provide immigration sponsorship for this position To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites: Henderson. 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. Success in this role requires a strong understanding of financial markets, trading products, industry regulations, and proficiency in breaking down complex concepts into significant client conversations. The Expertise & Skills You Bring Series 7
What you'll do
- 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.
- The Expertise & Skills You Bring 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.
- Ability to apply regulatory and policy requirements while delivering accurate and compliant support to clients.
- 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.
- The Team 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.
What you'll bring
- 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
- 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.
About the employer
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr. com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.
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What to confirm before applying
- Benefits, perks, and paid time off.
Posted 6 days ago