Active Trader Services Specialist

Fidelity Investments Inc.; Henderson (NV); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Fidelity Investments is seeking a role within its Active Trader Services team to guide sophisticated 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.

Required licenses include Series 7 and Series 63, with Series 4 preferred.

Formación

• Series 7 license is required.
• Series 63 license is required.
• Series 4 license is preferred.
• Experience in financial services, brokerage operations, trading support, client services, or related field.
• Knowledge of financial markets, investment products, securities trading, and industry regulations.
• Experience supporting trading activities involving equities, options, mutual funds, fixed income, margin, and other investment products.
• Strong communication skills with the ability to explain complex trading and investment concepts clearly to clients.
• Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships.

Responsabilidades

• Guide clients through market activity and trading-related questions.
• Provide education and support to help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.

Conocimientos

Series 7 license

Series 63 license

Series 4 license

Financial services

Trading support

Client services

Regulations knowledge

Descripción del empleo

Fidelity Investments is seeking a role within its Active Trader Services team to guide sophisticated 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.

Required licenses include Series 7 and Series 63, with Series 4 preferred.