Understanding of securities transactions, including equities, options, mutual funds, fixed income ... Ability to guide clients through trading and investment decisions with integrity and confidence.
Understanding of securities transactions, including equities, options, mutual funds, fixed income ... Ability to guide clients through trading and investment decisions with integrity and confidence.
Understanding of securities transactions, including equities, options, mutual funds, fixed income ... Ability to guide clients through trading and investment decisions with integrity and confidence.
Understanding of securities transactions, including equities, options, mutual funds, fixed income ... Ability to guide clients through trading and investment decisions with integrity and confidence.
Understanding of securities transactions, including equities, options, mutual funds, fixed income ... Ability to guide clients through trading and investment decisions with integrity and confidence.
Posted today
Understanding of securities transactions, including equities, options, mutual funds, fixed income ... Ability to guide clients through trading and investment decisions with integrity and confidence.
Posted today
The Role As a Trading Specialist, you will support investors with a broad range of trading ... Understanding of securities transactions, including equities, options, mutual funds, fixed income ...
The Role As a Trading Specialist, you will support investors with a broad range of trading ... Understanding of securities transactions, including equities, options, mutual funds, fixed income ...
The Role As a Trading Specialist, you will support investors with a broad range of trading ... Understanding of securities transactions, including equities, options, mutual funds, fixed income ...
The Role As a Trading Specialist, you will support investors with a broad range of trading ... Understanding of securities transactions, including equities, options, mutual funds, fixed income ...
The Role As a Trading Specialist, you will support investors with a broad range of trading ... Understanding of securities transactions, including equities, options, mutual funds, fixed income ...
The Role As a Trading Specialist, you will support investors with a broad range of trading ... Understanding of securities transactions, including equities, options, mutual funds, fixed income ...
The Contributor Relations Team is primarily focused on global fixed income data procurement for ... direct outreach to aforementioned parties. * Make sound subjective decisions when interpreting ...
The Contributor Relations Team is primarily focused on global fixed income data procurement for ... direct outreach to aforementioned parties. * Make sound subjective decisions when interpreting ...
The Contributor Relations Team is primarily focused on global fixed income data procurement for ... direct outreach to aforementioned parties. * Make sound subjective decisions when interpreting ...
The Contributor Relations Team is primarily focused on global fixed income data procurement for ... direct outreach to aforementioned parties. * Make sound subjective decisions when interpreting ...
The Contributor Relations Team is primarily focused on global fixed income data procurement for ... direct outreach to aforementioned parties. * Make sound subjective decisions when interpreting ...
The Contributor Relations Team is primarily focused on global fixed income data procurement for ... direct outreach to aforementioned parties. * Make sound subjective decisions when interpreting ...
Quantitative Trader - Intern (US) (Trading and Research)
Miami, FL · On-site
$4.5K - $5.8K/wk
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
Quantitative Trader - Intern (US) (Trading and Research)
Miami, FL · On-site
$4.5K - $5.8K/wk
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
$4.5K - $5.8K/wk
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
$4.5K - $5.8K/wk
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
Quantitative Trader - Intern (US) (Trading and Research)
$112.50 - $145/hr
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
Quantitative Trader - Intern (US) (Trading and Research)
$112.50 - $145/hr
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
... direct exposure to complex trading environments, multi-asset investment strategies, and ... Fixed Income, Distressed, Emerging Markets, and Multi-Strategy funds * Monitor and process trade ...
... direct exposure to complex trading environments, multi-asset investment strategies, and ... Fixed Income, Distressed, Emerging Markets, and Multi-Strategy funds * Monitor and process trade ...
... direct exposure to complex trading environments, multi-asset investment strategies, and ... Fixed Income, Distressed, Emerging Markets, and Multi-Strategy funds * Monitor and process trade ...
... direct exposure to complex trading environments, multi-asset investment strategies, and ... Fixed Income, Distressed, Emerging Markets, and Multi-Strategy funds * Monitor and process trade ...
Investment Grade Credit Trader
West Palm Beach, FL · On-site
$150K - $200K/yr
... fixed income desk. The ideal candidate will have 5+ years of experience trading IG corporate bonds, with a track record of managing risk, recycling balance sheet, and leveraging ECN platforms to ...
Quick apply
Investment Grade Credit Trader
West Palm Beach, FL · On-site
$150K - $200K/yr
... fixed income desk. The ideal candidate will have 5+ years of experience trading IG corporate bonds, with a track record of managing risk, recycling balance sheet, and leveraging ECN platforms to ...
Project Manager
Miami, FL · On-site
Within that organization, the Fixed Income Technology team develops and supports the data, research, and trading platform and tools used by our Fixed Income, Commodities, and Currency portfolio ...
Project Manager
Miami, FL · On-site
Within that organization, the Fixed Income Technology team develops and supports the data, research, and trading platform and tools used by our Fixed Income, Commodities, and Currency portfolio ...
... trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The firm is ...
... trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The firm is ...
Fixed Income Division - Associate/Vice President, Commodities Document Negotiator (New York)
Miami, FL · On-site
The Fixed Income Division ("FID") sits within the Institutional Securities Group ("ISG") and is ... Professionals in FID assess and actively manage risk, trade securities, and structure as well as ...
Fixed Income Division - Associate/Vice President, Commodities Document Negotiator (New York)
Miami, FL · On-site
The Fixed Income Division ("FID") sits within the Institutional Securities Group ("ISG") and is ... Professionals in FID assess and actively manage risk, trade securities, and structure as well as ...
... trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The firm is ...
... trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The firm is ...
Director, Corporate Actions
Orlando, FL · On-site
... fixed income, 24/5 trading, and more. Amongst our subsidiaries, Alpaca is a licensed financial ... The Director of Global Corporate Actions will own the function end-to-end across U.S. and ...
Quick apply
Director, Corporate Actions
Orlando, FL · On-site
... fixed income, 24/5 trading, and more. Amongst our subsidiaries, Alpaca is a licensed financial ... The Director of Global Corporate Actions will own the function end-to-end across U.S. and ...
Director Fixed Income Trading information
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Trading Specialist- Greater Tampa, FL Area (REMOTE)
Tampa, FL • On-site, Remote
Full-time
Posted 8 days ago
Fidelity Investments rating
8.7
Based on 274 frontline employees who took The Breakroom Quiz
Job description
NOTE: 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: Clearwater, Sarasota and Tampa
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 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.
- 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, 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.
- Ability to manage several priorities and perform effectively in a fast-paced, team-oriented environment.
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. 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 Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Customer Service
Please be advised that 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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
What Fidelity Investments employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Fidelity
Sourced by ZipRecruiter
Industry
Investment management and consulting services, finance and insurance and investment advisory and financial planning services
Company size
10,000+ Employees
Headquarters location
Boston, MA, US