Active Trader Services Specialist

Fidelity Investments; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Fidelity Investments in Houston is seeking a Client Services Broker role focused on supporting active traders. You will guide clients through market activity, explain trading concepts, and provide education on investment products and tools.

The position requires Series 7 and Series 63 licenses, with Series 4 as a preferred certification. Strong communication and multitasking abilities are essential in a fast-paced environment, with an onsite working model across Fidelity sites.

Qualifications

• Requires active FINRA licenses (Series 7 and Series 63).
• Experience in financial services, brokerage operations, or trading support.
• Ability to explain complex trading concepts clearly to clients.

Responsibilities

• Support active traders by guiding them through market activity and securities transactions.
• Build trusted relationships with clients via inbound interactions and personalized solutions.
• Identify opportunities to connect clients with trading tools and resources that meet their investing needs.

Skills

Financial markets knowledge

Client services

Communication skills

Multitasking

Regulatory understanding

Education

Series 7 license

Series 63 license

Series 4 license (preferred)

Job description

Fidelity Investments in Houston is seeking a Client Services Broker role focused on supporting active traders. You will guide clients through market activity, explain trading concepts, and provide education on investment products and tools.

The position requires Series 7 and Series 63 licenses, with Series 4 as a preferred certification. Strong communication and multitasking abilities are essential in a fast-paced environment, with an onsite working model across Fidelity sites.