Active Trader Education & Support Specialist

Soteria Reinsurance Ltd.; Merrimack (NH); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in New Hampshire is seeking an experienced Trading Support Specialist to assist active traders. You will guide clients through market activity, execute securities transactions, and answer trading-related questions with clarity and professionalism.

As part of the Client Services Brokerage team, you will educate clients on trading tools and solutions, identify opportunities to connect needs with Fidelity's resources, and maintain compliance while delivering an exceptional

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, trading support, client services, or a related field.
• Knowledge of financial markets, investment products, securities trading, and industry regulations.
• Experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products.
• Strong communication skills with the ability to explain complex trading and investment concepts in a clear and client-friendly manner.
• Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships.
• Strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support active traders by guiding them through market activity, securities transactions, and trading-related questions.
• Build trusted relationships through inbound client interactions and provide education and support.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.
• Collaborate with internal teams to deliver an exceptional client experience.
• Ensure adherence to industry regulations and Fidelity’s policies.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Trading support

Client services

Communication skills

Job description

Fidelity Investments in New Hampshire is seeking an experienced Trading Support Specialist to assist active traders. You will guide clients through market activity, execute securities transactions, and answer trading-related questions with clarity and professionalism.

As part of the Client Services Brokerage team, you will educate clients on trading tools and solutions, identify opportunities to connect needs with Fidelity's resources, and maintain compliance while delivering an exceptional