Active Trader Services Specialist

Fidelity Investments; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in Phoenix seeks a Client Services Brokerage professional to guide active traders through market activity, execution, and related questions. You will educate clients, connect them with trading tools and resources, and build trusted relationships while upholding industry regulations.

The role requires Series 7 and Series 63 licenses; Series 4 is a plus. Strong communication, multitasking, and financial market knowledge are essential in this fast-paced environment.

Qualifications

• 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 securities, margin, and other investment products.
• Strong communication skills and the ability to explain complex trading concepts clearly to clients.
• Ability to identify client needs, deliver personalized solutions, and build long-term relationships.
• Attention to detail and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Guide active traders through market activity and securities transactions.
• Provide education and support to clients, helping them make informed decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions.

Skills

Series 7 license

Series 63 license

Series 4 license

Trading support

Financial markets knowledge

Job description

Fidelity Investments in Phoenix seeks a Client Services Brokerage professional to guide active traders through market activity, execution, and related questions. You will educate clients, connect them with trading tools and resources, and build trusted relationships while upholding industry regulations.

The role requires Series 7 and Series 63 licenses; Series 4 is a plus. Strong communication, multitasking, and financial market knowledge are essential in this fast-paced environment.