Active Trader Navigator & Education Specialist

Fidelity Investments; Jacksonville (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments seeks a seasoned professional to support its most active traders within the Active Trader Services team. You will guide clients through market activity, securities transactions, and trading-related questions, building trusted relationships through education and client-centric service.

Required licenses include Series 7 and 63, with Series 4 preferred. This onsite role emphasizes knowledge of markets, trading products, and compliance to deliver exceptional client experiences.

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

• Guide active traders through market activity, securities transactions, and trading-related questions.
• Build trusted relationships through inbound client interactions, providing education and support that help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Markets knowledge

Trading support experience

Communication skills

Client relationship

Attention to detail

Job description

Fidelity Investments seeks a seasoned professional to support its most active traders within the Active Trader Services team. You will guide clients through market activity, securities transactions, and trading-related questions, building trusted relationships through education and client-centric service.

Required licenses include Series 7 and 63, with Series 4 preferred. This onsite role emphasizes knowledge of markets, trading products, and compliance to deliver exceptional client experiences.