Active Trader Services Specialist

Fidelity Investments Inc.; Arizona; Remote; USD 60,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. in the United States is seeking a Client Services Broker who will support active traders by guiding them through market activity, executing trades, and answering questions. You will build trusted relationships through inbound client interactions and deliver education to help clients invest confidently.

Required licenses include Series 7 and Series 63; Series 4 preferred. Onsite working model is in effect in select locations.

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services or trading support.
• Knowledge of financial markets, investment products, securities trading, and industry regulations.
• Experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products.
• Strong communication skills with the ability to explain complex trading and investment concepts in a clear and client-friendly manner.
• Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships.
• Strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support active traders with market activity and trading-related questions.
• Build trusted client relationships through inbound interactions.
• Educate clients and help them make informed investment decisions.
• Identify opportunities to connect clients with trading tools and solutions.

Skills

Series 7

Series 63

Series 4

Financial services experience

Trading support

Client services

Regulations knowledge

Attention to detail

Job description

Fidelity Investments Inc. in the United States is seeking a Client Services Broker who will support active traders by guiding them through market activity, executing trades, and answering questions. You will build trusted relationships through inbound client interactions and deliver education to help clients invest confidently.

Required licenses include Series 7 and Series 63; Series 4 preferred. Onsite working model is in effect in select locations.