Active Trader Services Specialist (Trading Support)

Fidelity Investments; Home (PA); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a dedicated team member to support active traders by guiding market activity and transactions, delivering clear education and personalized solutions. You will build trusted client relationships, identify needs, and connect clients with trading resources to meet their investing goals.

The role requires FINRA licenses (Series 7 and 63), with Series 4 preferred, and prior experience in financial services or trading support.

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license 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

• Guide active traders through market activity and trading questions.
• Educate and support 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 experience

Excellent communication

Client relationship skills

Job description

Fidelity Investments is seeking a dedicated team member to support active traders by guiding market activity and transactions, delivering clear education and personalized solutions. You will build trusted client relationships, identify needs, and connect clients with trading resources to meet their investing goals.

The role requires FINRA licenses (Series 7 and 63), with Series 4 preferred, and prior experience in financial services or trading support.