Active Trader Services Specialist

Fidelity Investments; Roanoke (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments seeks a Client Services Brokerage professional to support active traders, guiding them through market activity and securities transactions. You will educate clients and respond to trading-related questions, building trusted relationships and delivering an exceptional client experience.

Required licenses include Series 7 and Series 63, with Series 4 preferred. Experience in financial services and knowledge of markets and regulations are essential for success in this

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.

Responsibilities

• Support active traders by guiding them through market activity and trading-related questions.
• Build trusted relationships with clients via inbound interactions and provide education to help informed decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that fit investing needs.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Trading support

Strong communication

Attention to detail

Job description

Fidelity Investments seeks a Client Services Brokerage professional to support active traders, guiding them through market activity and securities transactions. You will educate clients and respond to trading-related questions, building trusted relationships and delivering an exceptional client experience.

Required licenses include Series 7 and Series 63, with Series 4 preferred. Experience in financial services and knowledge of markets and regulations are essential for success in this