Active Trader Client Specialist

Fidelity Investments Inc.; Clearwater (FL); Remote; USD 55,000 - 75,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Client Services role in the Active Trader Services team in Florida. You will guide active traders through market activity, educate clients, and connect them with trading tools and solutions.

Strong knowledge of markets, products, and regulations is essential for delivering clear, client-friendly guidance. This is an onsite role; the team serves as a trusted link between clients and a broad range of investments, with a focus on accurate, timely service and

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, trading support, client services, or related field.
• Knowledge of financial markets, investment products, securities trading, and regulations.
• Experience supporting trading activities involving equities, options, mutual funds, fixed income, margins, and other investments.
• Strong communication skills to explain trading concepts clearly.

Responsibilities

• Guide active traders through market activity and securities transactions.
• Provide education and support to help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools and solutions.
• Build trusted relationships through inbound client interactions.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Trading support

Client services

Job description

Fidelity Investments Inc. is seeking a Client Services role in the Active Trader Services team in Florida. You will guide active traders through market activity, educate clients, and connect them with trading tools and solutions.

Strong knowledge of markets, products, and regulations is essential for delivering clear, client-friendly guidance. This is an onsite role; the team serves as a trusted link between clients and a broad range of investments, with a focus on accurate, timely service and