Active Trader Services — Expert Trading Support

Fidelity Investments Inc.; Draper (UT); On-site; USD 75,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking an experienced trading support specialist to guide active traders through market activity, execute securities transactions, and address trading-related inquiries.

You will build trusted client relationships, provide education, and connect clients with tools and resources aligned to their investing goals. A strong understanding of markets, products, and regulations is essential.

Qualifications

• Must hold FINRA Series 7 license and Series 63 license; Series 4 preferred.
• Experience in financial services, brokerage operations, or trading support.
• Strong communication to explain complex trading concepts clearly and build client relationships.

Responsibilities

• Guide traders through market activity and securities transactions.
• Answer trading-related questions and provide education and support for informed decisions.
• Identify opportunities to connect clients with trading tools and resources and tailor solutions to needs.

Skills

Series 7 license

Series 63 license

Trading support

Client services

Communication skills

Attention to detail

Job description

Fidelity Investments is seeking an experienced trading support specialist to guide active traders through market activity, execute securities transactions, and address trading-related inquiries.

You will build trusted client relationships, provide education, and connect clients with tools and resources aligned to their investing goals. A strong understanding of markets, products, and regulations is essential.