Active Trader Services Specialist

Soteria Reinsurance Ltd.; Atlanta (GA); Hybrid; USD 60,000 - 75,000; Full time

Job summary

Fidelity is seeking a client-focused broker to support its most active traders. You will guide clients through market activity, securities transactions, and trading-related questions, building trusted relationships and delivering education and support to help clients make informed decisions.

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

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, trading support, client services, or a related field.
• 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 and ability to explain trading concepts clearly to clients.

Responsibilities

• Guide traders through market activity, securities transactions, and trading-related questions.
• Build trusted relationships through inbound client interactions and education.
• Identify opportunities to connect clients with trading tools, resources, and solutions.
• Support trading activities and ensure compliance with industry regulations.
• Collaborate with the Client Services Brokerage team to deliver exceptional client experiences.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services

Trading support

Client services

Regulatory knowledge

Job description

Fidelity is seeking a client-focused broker to support its most active traders. You will guide clients through market activity, securities transactions, and trading-related questions, building trusted relationships and delivering education and support to help clients make informed decisions.

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