Active Trader Services Specialist

Fidelity; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity is seeking a trader services professional to support active traders by guiding them through market activity, securities transactions, and trading-related questions. You will build trusted client relationships through inbound interactions and provide education to help informed investment choices.

Role requires FINRA licenses and strong knowledge of financial markets, with a focus on delivering clear explanations and personalized solutions in a fast-paced environment.

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.

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.

Skills

Strong communication

Client relationship

Multitasking

Attention to detail

Financial markets knowledge

Education

FINRA licenses (Series 7, 63)

Series 4 license preferred

Tools

Trading platforms

Job description

Fidelity is seeking a trader services professional to support active traders by guiding them through market activity, securities transactions, and trading-related questions. You will build trusted client relationships through inbound interactions and provide education to help informed investment choices.

Role requires FINRA licenses and strong knowledge of financial markets, with a focus on delivering clear explanations and personalized solutions in a fast-paced environment.