Active Trader Services Advisor

Fidelity Investments Inc.; Town of Florida (NY); Remote; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a Client Services Specialist to support active traders by guiding market activity, handling securities transactions, and answering trading questions with clear, compliant explanations.

You will build trusted relationships, identify client needs, and connect investors with trading tools and resources to help them achieve their financial goals in a fast-paced environment.

Qualifications

• Candidate must hold FINRA licenses (Series 7 and 63) or be eligible for licensure.
• Experience in financial services, brokerage operations, or trading support is required.
• Ability to explain complex trading concepts in a client-friendly manner.

Responsibilities

• Assist active traders with market activity and securities transactions.
• Provide education and support to clients to aid informed investment decisions.
• Identify client needs and connect them with trading tools and resources.
• Maintain compliance with industry regulations and internal policies.

Skills

Financial markets

Trading support

Client communication

Regulatory knowledge

Education

Series 7 license

Series 63 license

Series 4 license

Job description

Fidelity Investments is seeking a Client Services Specialist to support active traders by guiding market activity, handling securities transactions, and answering trading questions with clear, compliant explanations.

You will build trusted relationships, identify client needs, and connect investors with trading tools and resources to help them achieve their financial goals in a fast-paced environment.