Active Trader Services: Client Support & Education

Fidelity Investments; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments in Charlotte is seeking an experienced Client Services professional to support active traders. You will guide clients through market activity, securities transactions, and trading-related questions, delivering education and timely solutions.

In this role, you will build trusted relationships, explain complex trading concepts clearly, and identify opportunities to connect clients with trading tools and resources that match their investing needs. Onsite work model applies.

Qualifications

• Series 7 license required.
• Series 63 license required.
• Experience in financial services or related field.
• Knowledge of financial markets, investment products, securities trading, and regulations.
• Ability to explain complex trading concepts in a clear, client-friendly way.
• Experience supporting trading activities across equities, options, mutual funds, and fixed income.

Responsibilities

• Support active traders by guiding them through market activity and trades.
• Build trusted relationships through inbound client interactions and education.
• Identify opportunities to connect clients with trading tools, resources, and solutions.

Skills

Series 7

Series 63

Series 4 (preferred)

Financial services experience

Markets knowledge

Trading support

Communication skills

Relationship building

Attention to detail

Job description

Fidelity Investments in Charlotte is seeking an experienced Client Services professional to support active traders. You will guide clients through market activity, securities transactions, and trading-related questions, delivering education and timely solutions.

In this role, you will build trusted relationships, explain complex trading concepts clearly, and identify opportunities to connect clients with trading tools and resources that match their investing needs. Onsite work model applies.