Active Trader Support Specialist

Fidelity Investments; Columbus (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in Columbus is seeking an experienced Customer Services Broker to support active traders with market activity, securities transactions and trading-related inquiries. You will build trusted relationships through inbound client interactions, educate clients, and connect them with trading tools and solutions that meet investing needs.

The role requires FINRA licenses (Series 7, Series 63; Series 4 preferred), strong knowledge of financial markets and the ability to explain

Qualifications

• Licenses required: Series 7 and Series 63; Series 4 preferred.
• Experience in financial services, brokerage operations, or trading support.
• Strong understanding of financial markets, investment products, and regulations.

Responsibilities

• Guide active traders through market activity and securities transactions.
• Answer trading-related questions and educate clients on tools and solutions.
• Build trusted client relationships and deliver a clear, client-friendly experience.

Skills

Series 7 license

Series 63 license

Series 4 license

Job description

Fidelity Investments in Columbus is seeking an experienced Customer Services Broker to support active traders with market activity, securities transactions and trading-related inquiries. You will build trusted relationships through inbound client interactions, educate clients, and connect them with trading tools and solutions that meet investing needs.

The role requires FINRA licenses (Series 7, Series 63; Series 4 preferred), strong knowledge of financial markets and the ability to explain