Active Trader Support & Education Specialist

Fidelity; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity is seeking a client services professional to support active traders, guiding them through market activity, securities transactions, and trading-related questions. You will educate clients and deliver personalized solutions to help them invest confidently.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred. Strong knowledge of markets, products, and regulations is essential, along with excellent communication and multitasking in a fast-paced environment.

Qualifications

• Series 7 license is required.
• Series 63 license is required.
• Series 4 license is preferred.
• Experience in financial services, brokerage operations, trading support, client services, or related field.
• Knowledge of financial markets, investment products, securities trading, and industry regulations.
• Experience supporting trading activities involving equities, options, mutual funds, fixed income, margin, and other investment products.
• Strong communication skills to explain complex trading concepts clearly to clients.
• Ability to identify client needs, deliver personalized solutions, and build long-term relationships.
• Strong attention to detail, sound judgment, and ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Guide Fidelity's clients through market activity, securities transactions, and trading-related questions.
• Build trusted relationships through inbound client interactions, providing education and support for informed investing decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.

Skills

Series 7

Series 63

Series 4

Financial markets

Trading support

Client services

Communication skills

Relationship building

Attention to detail

Job description

Fidelity is seeking a client services professional to support active traders, guiding them through market activity, securities transactions, and trading-related questions. You will educate clients and deliver personalized solutions to help them invest confidently.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred. Strong knowledge of markets, products, and regulations is essential, along with excellent communication and multitasking in a fast-paced environment.