Active Trader Services Specialist

Fidelity Investments; Tampa (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments in Tampa is seeking an Active Trader Services professional to support highly active clients. You will guide them through market activity, execute securities transactions, and answer trading-related questions with clarity.

The role emphasizes building trusted client relationships, educating investors, and connecting clients with tools and solutions that fit their trading needs in a fast-paced environment.

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 traders through market activity and trading-related questions.
• Provide education and support to help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions.
• Maintain strong client relationships and deliver personalized support in a fast-paced environment.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial markets knowledge

Trading support experience

Strong communication

Client relationship building

Job description

Fidelity Investments in Tampa is seeking an Active Trader Services professional to support highly active clients. You will guide them through market activity, execute securities transactions, and answer trading-related questions with clarity.

The role emphasizes building trusted client relationships, educating investors, and connecting clients with tools and solutions that fit their trading needs in a fast-paced environment.