Active Trader Support Specialist

Socket.dev; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity is seeking a Client Services Brokerage professional to support active traders by guiding them through market activity, securities transactions, and trading-related inquiries. You will educate clients and deliver personalized solutions while building long-term relationships.

The role emphasizes knowledge of financial markets, investment products, and industry regulations, with a focus on clear, client-friendly communication in a fast-paced environment and onsite collaboration with the

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.

Responsibilities

• Guide active traders through market activity and trading-related questions.
• Provide education and support to help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions.
• Build trusted relationships through inbound client interactions and clear communication.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Markets knowledge

Client services

Strong communication

Job description

Fidelity is seeking a Client Services Brokerage professional to support active traders by guiding them through market activity, securities transactions, and trading-related inquiries. You will educate clients and deliver personalized solutions while building long-term relationships.

The role emphasizes knowledge of financial markets, investment products, and industry regulations, with a focus on clear, client-friendly communication in a fast-paced environment and onsite collaboration with the