Active Trader Services: Trading Support Specialist

Fidelity Investments Inc.; Cottonwood Heights (UT); On-site; USD 55,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. in Utah is seeking a Client Services Brokerage professional to support active traders with market activity, education, and trading-related inquiries.

You will build trusted relationships through inbound client interactions and connect clients to trading tools and resources. The role requires licensing (Series 7, 63) with Series 4 preferred, plus strong market knowledge and the ability to explain complex concepts clearly in a client-friendly way.

Qualifications

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

Responsibilities

• Guide active traders through market activity and trading questions.
• Educate clients and help them make informed investment decisions.
• Identify opportunities to connect clients with trading tools and solutions.

Skills

Securities trading knowledge

Client services experience

Strong communication

Multi-priority management

Education

Series 7 license

Series 63 license

Series 4 license preferred

Job description

Fidelity Investments Inc. in Utah is seeking a Client Services Brokerage professional to support active traders with market activity, education, and trading-related inquiries.

You will build trusted relationships through inbound client interactions and connect clients to trading tools and resources. The role requires licensing (Series 7, 63) with Series 4 preferred, plus strong market knowledge and the ability to explain complex concepts clearly in a client-friendly way.