Trading Specialist- Greater Charlotte, NC Area (REMOTE)

Trading Specialist

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 Role

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: Charlotte, Ballantyne and Huntersville.

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

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to View email address on click.appcast.io, or by calling View phone number on click.appcast.io, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.