Active Trader Services Specialist

Soteria Reinsurance Ltd.; Orlando, Northern (FL, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Fidelity is seeking a Client Services Brokerage professional to support active traders, guiding them through market activity, securities transactions, and related questions.

You will educate clients and connect them with trading tools and resources, building relationships through inbound interactions and clear, client-friendly communication. Onsite work at our Orlando area locations is expected as Fidelity rolls out its onsite model.

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 clearly.
• Demonstrated ability to identify client needs and build long-term relationships.

Responsibilities

• Guide active traders 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.
• Build trusted relationships through inbound client interactions and personalized service.
• Manage multiple priorities in a fast-paced environment.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Trading support

Client services

Attention to detail

Multi-tasking

Tools

Trading platforms knowledge

Job description

Fidelity is seeking a Client Services Brokerage professional to support active traders, guiding them through market activity, securities transactions, and related questions.

You will educate clients and connect them with trading tools and resources, building relationships through inbound interactions and clear, client-friendly communication. Onsite work at our Orlando area locations is expected as Fidelity rolls out its onsite model.