Active Trader Services Specialist - Client Trading

Fidelity Investments Inc.; Smithfield (RI); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a client-focused specialist to support active traders on the Active Trader Services team. You will guide clients through market activity, education, and trading-related questions to help them invest with confidence.

Your role emphasizes strong knowledge of financial markets, multiple licensing requirements, and the ability to translate complex concepts into clear guidance. This onsite position offers an opportunity to build trusted relationships and deliver

Qualifications

• Licenses required or preferred align with FINRA rules.
• Experience in financial services, brokerage operations, or trading support.
• Knowledge of markets, investment products, and industry regulations.

Responsibilities

• Support active traders with market activity and trading-related questions.
• Educate clients and explain complex concepts in a clear, client-friendly manner.
• Identify opportunities to connect clients with trading tools and resources.
• Build trusted relationships through inbound client interactions.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Strong communication skills

Attention to detail

Job description

Fidelity Investments is seeking a client-focused specialist to support active traders on the Active Trader Services team. You will guide clients through market activity, education, and trading-related questions to help them invest with confidence.

Your role emphasizes strong knowledge of financial markets, multiple licensing requirements, and the ability to translate complex concepts into clear guidance. This onsite position offers an opportunity to build trusted relationships and deliver