Active Trader Client Support Specialist

Fidelity Investments Inc.; Pennsylvania; Remote; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments Inc. is seeking a client services role within its Active Trader Services team.

The role supports highly active traders by guiding them through market activity, transactions, and trading-related questions, delivering clear education and tailored solutions to help clients achieve their investing goals. The position requires Series 7 and Series 63 licenses, with Series 4 preferred, and emphasizes strong communication, regulatory knowledge, and the ability to manage multiple

Qualifications

• Series 7 license is required.
• Series 63 license is 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 industry regulations.

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, resources, and solutions.

Skills

Series 7 license

Series 63 license

Series 4 license (preferred)

Financial markets knowledge

Client education and service

Strong communication

Job description

Fidelity Investments Inc. is seeking a client services role within its Active Trader Services team.

The role supports highly active traders by guiding them through market activity, transactions, and trading-related questions, delivering clear education and tailored solutions to help clients achieve their investing goals. The position requires Series 7 and Series 63 licenses, with Series 4 preferred, and emphasizes strong communication, regulatory knowledge, and the ability to manage multiple