Active Trader Services Specialist

Fidelity Investments Inc.; South Salt Lake (UT); On-site; USD 60,000 - 100,000; Full time

Job summary

Fidelity Investments Inc. seeks a member of the Active Trader Services team to support highly active traders by guiding market activity, executing securities transactions, and answering trading-related questions.

You will build trusted relationships through inbound client interactions, providing education and support that help clients make informed investment decisions. You will also identify opportunities to connect clients with trading tools, resources, and solutions that align with their

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, or trading support.
• Knowledge of financial markets, investment products, securities trading, and industry regulations.
• Strong communication skills with the ability to explain trading concepts clearly.
• Ability to identify client needs and deliver personalized solutions.

Responsibilities

• Support active traders by guiding market activity, securities transactions, and trading questions.
• Build trusted client relationships through inbound interactions and education.
• Identify opportunities to connect clients with trading tools and resources.

Education

Series 7 license

Series 63 license

Series 4 license preferred

Job description

Fidelity Investments Inc. seeks a member of the Active Trader Services team to support highly active traders by guiding market activity, executing securities transactions, and answering trading-related questions.

You will build trusted relationships through inbound client interactions, providing education and support that help clients make informed investment decisions. You will also identify opportunities to connect clients with trading tools, resources, and solutions that align with their