Active Trader Services Specialist

Fidelity Investments Inc.; West Valley City (UT); On-site; USD 55,000 - 85,000; Full time

Job summary

Fidelity Investments Inc. is seeking a role within our Active Trader Services team to support highly active traders.

You will guide clients through market activity, execute or facilitate trades, and provide education to help clients optimize their investing strategies. A strong grasp of trading products, markets, and regulations is essential, along with the ability to simplify complex concepts and deliver exceptional service.

Qualifications

• Series 7 license is required.
• Series 63 license is required.
• Series 4 license is preferred.
• Experience in financial services, brokerage operations, or trading support.
• Knowledge of financial markets, investment products, and industry regulations.
• Ability to explain trading concepts clearly to clients.

Responsibilities

• Guide active traders through market activity and trading questions.
• Provide education and support to help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools and solutions.
• Build trusted relationships through inbound client interactions.

Skills

Series 7 license

Series 63 license

Series 4 license preferred

Financial markets knowledge

Strong communication

Client relationship building

Attention to detail

Job description

Fidelity Investments Inc. is seeking a role within our Active Trader Services team to support highly active traders.

You will guide clients through market activity, execute or facilitate trades, and provide education to help clients optimize their investing strategies. A strong grasp of trading products, markets, and regulations is essential, along with the ability to simplify complex concepts and deliver exceptional service.