Active Trader Service- Greater Portland, OR Area (REMOTE)

Fidelity Investments Inc.; Portland (OR); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

Fidelity Investments in Portland, OR, seeks an experienced Client Services Broker to assist active traders by guiding market activity and transactions. You will educate clients, resolve questions, and connect them with trading tools and solutions.

The role requires Series 7 and 63 licenses, with Series 4 preferred, and a strong understanding of markets, products, and regulations. Onsite work model applies.

Qualifikationen

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services or brokerage operations.
• Knowledge of markets, products, and regulations.
• Experience supporting trading activities (equities, options, funds, fixed income).
• Strong communication to explain trading concepts clearly.
• Ability to identify client needs and build relationships.
• Attention to detail and ability to handle multiple priorities.

Aufgaben

• Support active and sophisticated traders via inbound client interactions.
• Guide clients through market activity, securities transactions, and questions.
• Provide education and resources to help clients make informed decisions.
• Connect clients with tools and solutions aligned to investing needs.

Kenntnisse

Series 7 license

Series 63 license

Series 4 license preferred

Financial services experience

Knowledge of financial markets

Trading support experience

Clear client communication

Relationship building

Attention to detail

Jobbeschreibung

Job Description

NOTE: Fidelity will not provide immigration sponsorship for this position

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites: Beaverton, Portland Bridgeport & Portland Vancouver.

The Role

As a member of Fidelity's Active Trader Services team, you will support some of Fidelity's most active and sophisticated traders by guiding them through market activity, securities transactions, and trading-related questions. You will build trusted relationships through inbound client interactions, providing education and support that help clients make informed investment decisions. Success in this role requires a strong understanding of financial markets, trading products, and industry regulations, along with the ability to simplify complex concepts and deliver an exceptional client experience. You will also identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.

The Expertise And Skills You Bring

• 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.

The Team

As part of Fidelity's Client Services Brokerage organization, we serve as a trusted connection between our clients and a broad range of investment products, services, and financial solutions. We help investors navigate the markets by providing trading support, education, and guidance that build confidence and strengthen relationships. Our team partners closely with clients and internal business groups to deliver exceptional experiences and help investors achieve their financial goals through changing market conditions.

Fidelity's Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Series 04 - FINRA, Series 07 - FINRA, Series 63 - FINRA

Category

Customer Service

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.