Active Trader Services Specialist

Fidelity Investments Inc.; Tennessee; Remote; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. seeks a trading support specialist to guide highly active traders through market activity and transactions. You will educate clients, answer questions, and connect them with tools and resources that fit their investing needs.

Requirements include Series 7 and 63 licenses, Series 4 preferred, and prior experience in financial services or brokerage operations. This onsite role emphasizes clear communication and strong multitasking in a dynamic brokerage environment.

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, trading support.
• 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 complex trading concepts clearly.
• Ability to identify client needs and deliver personalized solutions.

Responsibilities

• Guide active traders through market activity and securities transactions.
• Provide education and support to help clients make informed decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions.
• Build trusted relationships through inbound client interactions while managing priorities in a fast-paced environment.

Skills

Series 7 license

Series 63 license

Series 4 license (preferred)

Financial services experience

Brokerage operations

Trading support

Client services

Clear communication

Job description

Fidelity Investments Inc. seeks a trading support specialist to guide highly active traders through market activity and transactions. You will educate clients, answer questions, and connect them with tools and resources that fit their investing needs.

Requirements include Series 7 and 63 licenses, Series 4 preferred, and prior experience in financial services or brokerage operations. This onsite role emphasizes clear communication and strong multitasking in a dynamic brokerage environment.