Active Trader Services Specialist

Fidelity Investments Inc.; Kansas City (MO); Remote; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in Kansas City area seeks a Client Services Broker to support active traders through market activity and trading questions. You will build trusted relationships via inbound client interactions, educating clients and guiding them to suitable trading tools and solutions.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and a strong understanding of markets, products, and regulations. Onsite work model applies.

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

• Guide active traders through market activity, securities transactions, and trading-related questions.
• Build trusted relationships through inbound client interactions, providing education and support.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with investing needs.

Skills

Series 7 license

Series 63 license

Series 4 license preferred

Financial markets knowledge

Client service experience

Job description

Fidelity Investments in Kansas City area seeks a Client Services Broker to support active traders through market activity and trading questions. You will build trusted relationships via inbound client interactions, educating clients and guiding them to suitable trading tools and solutions.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and a strong understanding of markets, products, and regulations. Onsite work model applies.