Active Trader Services Specialist

Fidelity Investments

San Antonio (TX)

On-site

USD 70,000 - 110,000

Full time

12 hours ago

Be an early applicant

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

Fidelity Investments in San Antonio is seeking an experienced Trader Support Specialist to guide active traders through market activity, securities transactions, and trading-related questions. You will build trusted relationships through inbound client interactions, delivering education and support to help clients make informed investment decisions.

Successful candidates will hold Series 7 and Series 63 licenses (Series 4 preferred) and bring knowledge of financial markets, investment products,

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 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 their investing needs.