Active Trader Brokerage Support Specialist
Fidelity Investments Inc.
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Job summary
Fidelity Investments Inc. is seeking a Client Services/Active Trader Servicers professional based in the Charlotte area to support highly active traders.
In this role you will guide clients through market activity, securities transactions, and trading-related inquiries, delivering education and onboarding that helps clients make informed investment decisions. The role emphasizes building trusted relationships through inbound interactions, with strong knowledge of financial markets, trading
Qualifications
- Series 7 and Series 63 licenses are required.
- Series 4 license is preferred.
- Experience in financial services, brokerage operations, or trading support.
- Knowledge of markets, investment products, and industry regulations.
- Ability to explain complex trading concepts clearly to clients.
- Ability to identify client needs and build relationships.
- Strong attention to detail and ability to multitask.
Responsibilities
- Guide active traders through market activity and trading-related questions.
- Provide education and support to help clients make informed investment decisions.
- Identify opportunities to connect clients with trading tools and solutions.
Skills
Job description
Fidelity Investments Inc. is seeking a Client Services/Active Trader Servicers professional based in the Charlotte area to support highly active traders.
In this role you will guide clients through market activity, securities transactions, and trading-related inquiries, delivering education and onboarding that helps clients make informed investment decisions. The role emphasizes building trusted relationships through inbound interactions, with strong knowledge of financial markets, trading
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