Active Trader Support & Education Specialist

Fidelity Investments Inc.; South Jordan (UT); Presencial; USD 70.000 - 95.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking a role within the Client Services Brokerage team to support highly active traders.

You will guide clients through market activity, securities transactions, and trading-related questions, building trusted relationships through education and support that help inform investment decisions. The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and experience in financial services or brokerage operations.

Formación

• Series 7 license is required.
• Series 63 license is required.
• Series 4 license preferred.
• Experience in financial services or brokerage operations, trading support or client services.
• Knowledge of financial markets, investment products and industry regulations.
• Ability to explain complex trading concepts clearly to clients.

Responsabilidades

• Guide active traders through market activity and securities transactions.
• Provide education and support to help clients make informed decisions.
• Identify opportunities to connect clients with trading tools and solutions.
• Build trusted relationships through inbound client interactions.

Conocimientos

Series 7 license

Series 63 license

Series 4 license

Trading knowledge

Client services experience

Communication skills

Herramientas

Trading platforms

Descripción del empleo

Fidelity Investments Inc. is seeking a role within the Client Services Brokerage team to support highly active traders.

You will guide clients through market activity, securities transactions, and trading-related questions, building trusted relationships through education and support that help inform investment decisions. The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and experience in financial services or brokerage operations.