Active Trader Services Specialist

Fidelity Investments; St. Louis (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking an experienced Client Services Trader on our Active Trader Services team in the St. Louis area to guide active traders through market activity and trading-related questions, delivering education and support to help clients make informed decisions.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and a background in financial services, brokerage operations, or trading support.

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 active and sophisticated traders through market activity, securities transactions, and trading-related questions.
• Build trusted relationships through inbound client interactions, providing education and support that help clients make informed investment decisions.
• Demonstrate strong understanding of financial markets, trading products, and industry regulations, and simplify complex concepts.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services

Trading support

Client services

Regulatory knowledge

Job description

Fidelity Investments is seeking an experienced Client Services Trader on our Active Trader Services team in the St. Louis area to guide active traders through market activity and trading-related questions, delivering education and support to help clients make informed decisions.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and a background in financial services, brokerage operations, or trading support.