Active Trader Services Specialist | Market Insights

Fidelity Investments Inc.; Ann Arbor (MI); Remote; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments seeks a member of the Active Trader Services team to support active traders by guiding them through market activity, trades, and related questions, while educating clients to make informed investment decisions.

The role requires Series 7 and 63 licenses; Series 4 is preferred. Strong communication, attention to detail, and ability to manage multiple priorities in a fast-paced environment are essential as Fidelity expands its onsite working model.

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, trading support, or related field.
• Knowledge of financial markets, investment products, securities trading, and regulations.

Responsibilities

• Guide traders through market activity and securities transactions.
• Educate clients and answer trading-related questions to enable informed decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Trading support

Communication skills

Client relationship skills

Attention to detail

Multitasking in a fast-paced env

Job description

Fidelity Investments seeks a member of the Active Trader Services team to support active traders by guiding them through market activity, trades, and related questions, while educating clients to make informed investment decisions.

The role requires Series 7 and 63 licenses; Series 4 is preferred. Strong communication, attention to detail, and ability to manage multiple priorities in a fast-paced environment are essential as Fidelity expands its onsite working model.