Active Trader Services Specialist

Fidelity Investments; Westlake (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments seeks a Client Services Brokerage professional to support active traders, guiding them through market activity, securities transactions, and related questions. You will build trusted client relationships, delivering education and support to help investors make informed decisions.

The role emphasizes knowledge of financial markets, trading products, and industry regulations, with an emphasis on clear communication and client-focused service.

Qualifications

• FINRA licenses (Series 7 and 63) required; Series 4 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.

Responsibilities

• Support active traders with market activity and securities transactions.
• Educate and assist clients to make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial markets knowledge

Trading support

Job description

Fidelity Investments seeks a Client Services Brokerage professional to support active traders, guiding them through market activity, securities transactions, and related questions. You will build trusted client relationships, delivering education and support to help investors make informed decisions.

The role emphasizes knowledge of financial markets, trading products, and industry regulations, with an emphasis on clear communication and client-focused service.