Active Trader Support & Education Specialist

Fidelity Investments Inc.

Michigan

Remote

USD 65,000 - 110,000

Full time

7 days ago

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Job summary

Fidelity Investments Inc. is seeking a seasoned trading support professional to assist some of Fidelity's most active traders. You will guide clients through market activity, education on trading concepts, and answer questions to help inform investment decisions.

The role requires Series 7 and Series 63 licenses, with Series 4 as a plus. You will connect clients with tools and resources while building long-term relationships in a fast-paced, onsite environment.

Qualifications

Series 7 license required.
Series 63 license required.
Series 4 license preferred.
Experience in financial services, brokerage operations, trading support, client services, or a related field.
Knowledge of financial markets, investment products, securities trading, and industry regulations.
Experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products.
Strong communication skills with the ability to explain complex trading and investment concepts in a clear and client-friendly manner.
Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships.

Responsibilities

Guide Fidelity's active traders through market activity, securities transactions, and trading-related questions.
Provide education and support to help clients make informed investment decisions.
Identify opportunities to connect clients with trading tools, resources, and solutions that align with investing needs.
Build trusted relationships through inbound client interactions and high-quality service.