Active Trader Support Specialist

Fidelity Investments Inc.; Austin (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a Client Services professional to support active traders by guiding them through market activity, securities transactions, and trading-related questions.

You will build trusted relationships through inbound client interactions, providing education and support that helps clients make informed investment decisions. Regulatory knowledge and licenses are required, with onsite work evolving as Fidelity moves to more in-person roles.

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

Responsibilities

• Guide active and sophisticated traders through market activity and transactions.
• Provide education and support to help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions.

Skills

Series 7 license

Series 63 license

Series 4 license

Experience in financial services

Knowledge of financial markets

Trading support

Strong communication skills

Client relationship building

Attention to detail

Job description

Fidelity Investments is seeking a Client Services professional to support active traders by guiding them through market activity, securities transactions, and trading-related questions.

You will build trusted relationships through inbound client interactions, providing education and support that helps clients make informed investment decisions. Regulatory knowledge and licenses are required, with onsite work evolving as Fidelity moves to more in-person roles.