Active Trader Services Specialist — Miami Market

Fidelity Investments; Miami (FL); Sur place; USD 60 000 - 85 000; Plein temps

Résumé du poste

Fidelity Investments seeks a qualified professional to support some of Fidelity's most active traders through market activity, securities transactions, and trading-related inquiries. You will build trusted relationships via inbound client interactions, guiding investors with education and support to make informed decisions.

This role requires FINRA licensing, strong knowledge of financial markets, and the ability to simplify complex concepts for clients.

Qualifications

• Series 7 license is required.
• Series 63 license is required.
• Series 4 license is 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.
• Experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products.
• Strong communication skills with the ability to explain complex trading and investment concepts in a clear and client-friendly manner.
• Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships.
• Strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment.

Responsabilités

• Guide active traders through market activity and trading-related questions via inbound client interactions.
• Educate and support clients to help them make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that fit their investing needs.

Connaissances

Series 7 license

Series 63 license

Series 4 license

Experience in financial services

Knowledge of financial markets

Trading activities support

Strong communication skills

Client relationship building

Attention to detail

Description du poste

Fidelity Investments seeks a qualified professional to support some of Fidelity's most active traders through market activity, securities transactions, and trading-related inquiries. You will build trusted relationships via inbound client interactions, guiding investors with education and support to make informed decisions.

This role requires FINRA licensing, strong knowledge of financial markets, and the ability to simplify complex concepts for clients.