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Remote Trading Operations Jobs in Oregon (NOW HIRING)

Deckers

Trade CoE Analyst

OR · On-site +1

$66K - $89K/yr

US Remote Interested applicants mustresidein one of the following approvedstates:Arizona,California ... As the Trade CoE Analyst, you'll be a catalyst for digital transformation, ensuring our operations ...

AGFA

Director, Cloud Operations

OR · On-site +1

... Belgium and traded on Euronext Brussels (AGFB). At Agfa HealthCare, we support healthcare ... Location: * Remote - US / Canada What You'll Do: Cloud Operations & Reliability * Own the ...

Bluesight

DevOps Engineering Team Lead

OR · On-site +1

$160K - $185K/yr

Comfortable communicating technical trade-offs and decisions to both engineers and non-technical ... This position is fully remote and open to applicants in the continental United States. This ...

Axiom Talent Platform

Trade Compliance Attorney

OR · On-site +1

$309K/yr

Remote We are seeking a Trade Compliance Attorney to provide support to a leading client with an ... on operational customs compliance, export controls, or general trade compliance. * Strong ...

Cisco

Software Security Lead (Remote)

Portland, OR · Remote

Meet the Team We'rethe team behind the security of Cisco's IT and Enterprise Operations platforms ... trade-off calls within scope. Threat modeling follows the same philosophy: lead it portfolio-wide ...

Cisco

Software Security Lead (Remote)

Portland, OR · Remote

Meet the Team We'rethe team behind the security of Cisco's IT and Enterprise Operations platforms ... trade-off calls within scope. Threat modeling follows the same philosophy: lead it portfolio-wide ...

NinjaTrader

Sr. Designer, Design System

OR · On-site +1

$110K - $160K/yr

... our trading platform. You'll combine exceptional visual design craft with systems thinking ... Experience measuring design system adoption through analytics or operational metrics * Experience ...

TELCOR Inc

Forward Deployed Engineer

$125K - $165K/yr

... remote. Copy and paste the following link into your browser to learn more about TELCOR and what it ... This role will be embedded with customers and internal teams to help understand real operational ...

TELCOR Inc

Site Reliability Engineer

$125K - $165K/yr

... operations? Do you focus on uptime, resilience, observability and incident response? This may be ... remote. Copy and paste the following link into your browser to learn more about TELCOR and what it ...

Upstart

Principal Software Engineer, Capital Marketplace

OR · On-site +1

$134K - $180K/yr

... AI based lending operations. Spread across eight dynamic high performance teams; Capital ... and trade offs Position Location - This role is available in the following locations: Remote, San ...

First American

Escrow Advisor (Remote- US)

OR · On-site +1

$73K - $98K/yr

In this role you will support escrow operational staff by setting, communicating, or clarifying the ... trade secret information belonging to First American or its customers, administrating or ...

phData

Program Manager, AI & Data

OR · On-site +1

Navigate ambiguity, competing priorities, and difficult trade-offs with calm, data-informed ... Proficiency in Jira, Azure DevOps, MS Project, and Excel, along with strong written technical ...

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Trading Specialist- Greater Portland, OR Area (REMOTE)

Portland, OR • On-site, Remote

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees
Learn more about Fidelity Investmentsexternal

Full-time

Posted 7 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

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: Beaverton, Portland Bridgeport and Portland Vancouver.
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.

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