Active Trader Support & Education Specialist

Fidelity Investments Inc.; Austin (TX); Remote; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. is seeking a client services professional to support active traders by guiding market activity, processing securities transactions, and answering trading-related questions. You will educate clients and connect them with appropriate trading tools and resources to meet their investing goals.

Required licenses include Series 7 and Series 63, with Series 4 preferred. The role emphasizes clear client communication, attention to detail, and the ability to manage multiple

Qualifications

• Series 7 and Series 63 licenses required.
• Experience in financial services or brokerage operations.
• Knowledge of financial markets, investment products, and regulations.
• Experience supporting trading activities including equities, options, funds, fixed income.

Responsibilities

• Guide active traders through market activity and transactions.
• Provide education and support to clients to inform investment decisions.
• Identify client needs and deliver personalized trading solutions.
• Connect clients with trading tools, resources and solutions.

Skills

Series 7

Series 63

Series 4 (preferred)

Financial services experience

Markets knowledge

Client communication

Relationship building

Attention to detail

Multitasking

Job description

Fidelity Investments Inc. is seeking a client services professional to support active traders by guiding market activity, processing securities transactions, and answering trading-related questions. You will educate clients and connect them with appropriate trading tools and resources to meet their investing goals.

Required licenses include Series 7 and Series 63, with Series 4 preferred. The role emphasizes clear client communication, attention to detail, and the ability to manage multiple