Active Trader Services Specialist

Soteria Reinsurance Ltd.; Tampa (FL); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Fidelity Investments in Tampa, FL is seeking an Onsite Trading Support Specialist to guide active traders, answer market questions, and connect clients with trading tools. This role emphasizes clear communication, regulatory knowledge, and building trusted client relationships.

Required Series 7 and Series 63 licenses; Series 4 preferred. Strong knowledge of equities, options, mutual funds and fixed income, with client-service focus and the ability to manage multiple priorities in a fast-paced

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 to explain trading concepts clearly to clients.
• Ability to identify client needs and build long-term relationships.
• Attention to detail and 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 to help informed investing decisions.
• Identify opportunities to connect clients with trading tools and resources.
• Build trusted relationships through inbound client interactions.
• Collaborate with internal teams to deliver exceptional client experiences.

Skills

Series 7 (FINRA)

Series 63 (FINRA)

Series 4 (FINRA)

Financial markets knowledge

Client communication

Job description

Fidelity Investments in Tampa, FL is seeking an Onsite Trading Support Specialist to guide active traders, answer market questions, and connect clients with trading tools. This role emphasizes clear communication, regulatory knowledge, and building trusted client relationships.

Required Series 7 and Series 63 licenses; Series 4 preferred. Strong knowledge of equities, options, mutual funds and fixed income, with client-service focus and the ability to manage multiple priorities in a fast-paced