Active Trader Support Specialist

Fidelity Investments Inc.; Boca Raton (FL); A distancia; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking a role within the Active Trader Services team to guide and support sophisticated traders through market activity and transactions.

You will build trusted client relationships, provide education and support, and connect clients with trading tools and resources aligned with their investing needs. The position emphasizes expertise in financial markets, trading products, and industry regulations, with direct client interactions and a high-focus on accurate,

Formación

• Licenses required: Series 7 and Series 63; Series 4 preferred.
• Experience in financial services, brokerage operations, trading support, or related field.
• Knowledge of financial markets, investment products, securities trading, and 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.

Responsabilidades

• Guide traders through market activity, securities transactions, and trading-related questions.
• Build trusted relationships through inbound client interactions, providing education and support.
• Identify opportunities to connect clients with trading tools, resources, and solutions.

Conocimientos

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Knowledge of financial markets

Trading products knowledge

Strong communications skills

Client needs identification

Attention to detail

Descripción del empleo

Fidelity Investments Inc. is seeking a role within the Active Trader Services team to guide and support sophisticated traders through market activity and transactions.

You will build trusted client relationships, provide education and support, and connect clients with trading tools and resources aligned with their investing needs. The position emphasizes expertise in financial markets, trading products, and industry regulations, with direct client interactions and a high-focus on accurate,