Active Trader Services Specialist

Fidelity Investments Inc.; Edgewood (KY); On-site; USD 55,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. is seeking a broker support professional to guide active traders through market activity and transactions.

You will build strong client relationships, deliver education and support, and connect clients with trading tools and resources to meet their investing goals. You will work within Fidelity's Client Services Brokerage team, supporting trading activities across equities, options, mutual funds, and fixed income products in a fast-paced environment.

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 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 some of Fidelity's most active and sophisticated traders by guiding them through market activity and trading-related questions.
• Build trusted relationships through inbound client interactions and provide education and support for informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial markets knowledge

Trading support experience

Strong communication

Client relationship building

Attention to detail

Job description

Fidelity Investments Inc. is seeking a broker support professional to guide active traders through market activity and transactions.

You will build strong client relationships, deliver education and support, and connect clients with trading tools and resources to meet their investing goals. You will work within Fidelity's Client Services Brokerage team, supporting trading activities across equities, options, mutual funds, and fixed income products in a fast-paced environment.