Active Trader Services: Trading Support & Education

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

Job summary

Fidelity Investments Inc. seeks a Client Services professional to support active traders by guiding them through market activity, securities transactions, and trading-related questions.

You will build trusted relationships through inbound interactions, offering education and solutions aligned with investing needs. The ideal candidate has a Series 7/63, trading knowledge, and experience in financial services, enabling clear explanations of complex concepts while delivering exceptional client

Qualifications

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

Responsibilities

• Support active traders by guiding them through market activity and trading questions.
• Build trusted relationships through inbound client interactions with education and support.
• Identify opportunities to connect clients with trading tools, resources, and solutions.

Skills

Series 7

Series 63

Series 4

Financial services experience

Trading knowledge

Client communication

Relationship building

Attention to detail

Job description

Fidelity Investments Inc. seeks a Client Services professional to support active traders by guiding them through market activity, securities transactions, and trading-related questions.

You will build trusted relationships through inbound interactions, offering education and solutions aligned with investing needs. The ideal candidate has a Series 7/63, trading knowledge, and experience in financial services, enabling clear explanations of complex concepts while delivering exceptional client