Trading Specialist- Greater San Antonio, TX Area (REMOTE)
San Antonio, Texas, United States · Remote OK
Mid level
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Skills: Trading support, Financial markets, Securities transactions, Series 7 license, Series 63 license
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Full-time
Posted 8d ago
~40 hrs/week
Remote in San Antonio, Texas, United States
Responsibilities
The Trading Specialist supports investors with trading, investment, and account-related needs while deepening client relationships. They guide clients through market activity, process complex securities transactions, and provide education to help clients make informed financial decisions.
Requirements
Candidates must hold a Series 7 license and either possess or be able to obtain a Series 63 license within 90 days. Experience in financial services, brokerage operations, or trading support is required, along with a strong understanding of financial markets and regulatory requirements.
Full job description
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: San Antonio.
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.
Here to help you grow your savings and invest in the life you want.
Industry
Financial Services
Company size
10,001+ employees
Founded
1946
Headquarters
Boston, MA
LinkedIn followers
1,428,008
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
How many Finance & Accounting jobs are open in San Antonio, TX right now?
There are currently 1,319 open finance & accounting positions in San Antonio, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in San Antonio, TX?
Companies currently hiring include Frost, H&R Block, USAA, Southwest Business Corp, Symmetry Financial Group, among others. Browse the listings above to see every active employer.
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