Active Trader Services Advisor

Soteria Reinsurance Ltd.; Austin (TX); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Fidelity is seeking a Client Services Brokerage professional to support active 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 to help clients make informed investment decisions.

Responsibilities include identifying opportunities to connect clients with trading tools and solutions that align with their investing needs, while navigating

Qualifications

• Series 7 license is required.
• Series 63 license is required.
• Series 4 license is 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 trading-related questions.
• Build trusted relationships through inbound client interactions and education.
• Identify opportunities to connect clients with trading tools, resources, and solutions matching their investing needs.

Skills

Series 7 license

Series 63 license

Series 4 license preferred

Financial services experience

Trading support

Strong communication

Attention to detail

Job description

Fidelity is seeking a Client Services Brokerage professional to support active 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 to help clients make informed investment decisions.

Responsibilities include identifying opportunities to connect clients with trading tools and solutions that align with their investing needs, while navigating