Active Trader Support & Education Specialist

Soteria Reinsurance Ltd.; Salt Lake City, Northern (UT, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a Client Services Trader to support active traders by guiding them through market activity and trading-related questions. You will build trusted relationships via inbound client interactions, offering education and investment guidance to help clients make informed decisions.

Ideal candidates have Series 7 and Series 63 licenses, with Series 4 preferred, and relevant experience in financial services or brokerage operations.

Qualifications

• Requires Series 7 and Series 63 licenses; Series 4 preferred.
• Experience in financial services, brokerage operations, or trading support.
• Strong communication skills to explain complex concepts clearly.
• Attention to detail and ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support active traders by guiding them through market activity and trading questions.
• Interact with clients via inbound calls to provide education and support.
• Connect clients with trading tools, resources, and solutions matching their investing needs.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Knowledge of financial markets

Securities trading

Regulatory knowledge

Strong communication

Attention to detail

Job description

Fidelity Investments is seeking a Client Services Trader to support active traders by guiding them through market activity and trading-related questions. You will build trusted relationships via inbound client interactions, offering education and investment guidance to help clients make informed decisions.

Ideal candidates have Series 7 and Series 63 licenses, with Series 4 preferred, and relevant experience in financial services or brokerage operations.