Active Trader Services — Client Trading Expert

Fidelity Investments; Orlando (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments in Orlando is seeking a Client Services Broker to guide active traders through market activity, securities transactions, and trading-related questions. You will build trusted relationships via inbound client interactions, providing education and support to help clients make informed investment decisions.

The role requires FINRA licenses (Series 7 and 63) with Series 4 preferred, plus experience in financial services, brokerage operations, or trading support.

Qualifications

• Series 7 license is required.
• Series 63 license is required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, or trading support.

Responsibilities

• Assist active traders with market activity and securities transactions.
• Provide education and guidance to help clients make informed decisions.
• Identify opportunities to connect clients with trading tools and resources.
• Maintain strong client relationships and manage multiple priorities in a fast-paced environment.

Skills

Series 7 license

Series 63 license

Series 4 license preferred

Financial services experience

Trading support

Client services

Financial markets knowledge

Job description

Fidelity Investments in Orlando is seeking a Client Services Broker to guide active traders through market activity, securities transactions, and trading-related questions. You will build trusted relationships via inbound client interactions, providing education and support to help clients make informed investment decisions.

The role requires FINRA licenses (Series 7 and 63) with Series 4 preferred, plus experience in financial services, brokerage operations, or trading support.