Active Trader Support & Education Specialist

Fidelity Investments Inc.; Taylor Mill (KY); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking a role within its Active Trader Services team to support highly active traders by guiding them through market activity, securities transactions, and trading questions.

You will educate clients and build trusted relationships through inbound interactions, helping investors make informed decisions. The position requires Series 7 and Series 63 licenses, with Series 4 preferred, and experience in financial services or trading support.

Formación

• 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.
• Strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast‑paced environment.

Responsabilidades

• Guide Fidelity's active traders through market activity, securities transactions, and trading-related questions.
• Build trusted relationships through inbound client interactions, providing education and support that help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.
• Support adherence to industry regulations and maintain high standards of client service.

Conocimientos

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Markets knowledge

Trading support experience

Communication skills

Client needs understanding

Attention to detail

Descripción del empleo

Fidelity Investments Inc. is seeking a role within its Active Trader Services team to support highly active traders by guiding them through market activity, securities transactions, and trading questions.

You will educate clients and build trusted relationships through inbound interactions, helping investors make informed decisions. The position requires Series 7 and Series 63 licenses, with Series 4 preferred, and experience in financial services or trading support.