Active Trader Support & Education Specialist

Soteria Reinsurance Ltd.; Cleveland (OH); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a Client Services Brokerage professional to support active traders, guiding them through market activity and securities transactions. You will educate clients and deliver personalized trading solutions in a high-demand environment.

The role emphasizes strong knowledge of financial markets and regulations, with a focus on clear, client-friendly communication and relationship-building. Onsite working model is being rolled out regionally.

Qualifications

• Strong communication skills and ability to explain complex trading concepts clearly.
• Ability to identify client needs and deliver personalized solutions.
• Attention to detail in a fast-paced trading support environment.

Responsibilities

• Support active traders with market activity and securities transactions.
• Provide education and guidance to help clients make informed decisions.
• Connect clients with trading tools, resources, and solutions.

Skills

Communication skills

Client relations

Multitasking

Financial market knowledge

Education

Series 7 license

Series 63 license

Series 4 license preferred

Job description

Fidelity Investments is seeking a Client Services Brokerage professional to support active traders, guiding them through market activity and securities transactions. You will educate clients and deliver personalized trading solutions in a high-demand environment.

The role emphasizes strong knowledge of financial markets and regulations, with a focus on clear, client-friendly communication and relationship-building. Onsite working model is being rolled out regionally.