Trading Specialist: Client-Facing Markets Advisor
fidelity investmentsSan Antonio (TX)
Trading Specialist: Client-Facing Markets Advisor
Posted 4 days ago
fidelity investmentsSan Antonio (TX)
Securities, Commodities, and Financial Services Sales AgentsInvestment Banking and Securities Intermediation
SENIORITY
Senior
About the role
Fidelity Investments is seeking a Trading Specialist to support investors with trading, investment, and account-related needs. You will guide clients through market activity, process complex securities transactions, and educate clients to enable informed decisions.
The role requires Series 7, Series 63 (or ability to obtain within 90 days), and strong knowledge of financial markets. You will work within Fidelity's Client Services organization and uphold regulatory standards while delivering
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.