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Trading & Client Services Specialist; Series

Job in Toledo, Lucas County, Ohio, 43405, USA
Listing for: Fidelity Investments Inc.
Full Time position
Listed on 2026-10-30
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 65000 - 95000 USD Yearly USD 65000.00 95000.00 YEAR
Job Description & How to Apply Below
Position: Trading & Client Services Specialist (Series 7/63)

Fidelity Investments is seeking a Trading Specialist to support clients with trading, investment and account needs, guiding them through market activity and processing complex transactions.

The role requires Series 7 and Series 63 licenses (or ability to obtain within 90 days) and experience in financial services, with strong regulatory knowledge and a consultative, clear communication style for educating clients.

For the Trading & Client Services Specialist (Series 7/63) position at Fidelity Investments Inc., we are reviewing applications now.

Step into the Trading & Client Services Specialist (Series 7/63) role at Fidelity Investments Inc. in Fairlawn, OH, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

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