Active Trader Services: Client Education & Support

Fidelity Investments Inc.; Jacksonville (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Fidelity Investments Inc. is seeking a skilled client services professional to support active traders, guiding market activity and transactions. You will educate clients, answer trading questions, and connect them with tools and resources to meet their investing goals.

The role emphasizes clear communication of complex trading concepts and building trusted relationships in a fast-paced brokerage environment on an onsite model.

Qualifications

• Active Series 7 license required.
• Series 63 license required.
• Experience in financial services or brokerage operations.
• Ability to explain complex trading concepts clearly to clients.

Responsibilities

• Support active traders by guiding market activity and trades.
• Provide education and support to help clients invest confidently.
• Identify opportunities to connect clients with trading tools and solutions.
• Build long-term client relationships while handling multiple priorities.

Skills

Series 7

Series 63

Series 4

Financial services

Client services

Communication

Job description

Fidelity Investments Inc. is seeking a skilled client services professional to support active traders, guiding market activity and transactions. You will educate clients, answer trading questions, and connect them with tools and resources to meet their investing goals.

The role emphasizes clear communication of complex trading concepts and building trusted relationships in a fast-paced brokerage environment on an onsite model.