Active Trader Services: Trading Support & Education

Fidelity Investments Inc.; Murray (UT); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. is seeking an experienced Client Services Brokerage professional to support active traders by guiding them through market activity, transactions, and trading-related questions.

You will build trusted relationships through inbound client interactions, offering education and targeted solutions to align with investing needs. You will operate within Fidelity's Onsite Working Model, supporting a broad range of investment products.

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 active traders through market activity and securities transactions.
• Respond to trading questions and provide education to help informed decisions.
• Identify opportunities to connect clients with trading tools, resources and solutions.
• Build trusted client relationships through inbound interactions and exceptional service.

Skills

Series 7 license

Series 63 license

Series 4 license

Job description

Fidelity Investments Inc. is seeking an experienced Client Services Brokerage professional to support active traders by guiding them through market activity, transactions, and trading-related questions.

You will build trusted relationships through inbound client interactions, offering education and targeted solutions to align with investing needs. You will operate within Fidelity's Onsite Working Model, supporting a broad range of investment products.