Active Trader Support Specialist

Fidelity Investments Inc.; Friendswood (TX); À distance; USD 65 000 - 90 000; Plein temps

Résumé du poste

Fidelity Investments is seeking a Client Services Trader to support active traders, guiding them through market activity, transactions, and questions. You will educate clients and help them optimize investing decisions while connecting them with trading tools and solutions.

The role requires FINRA licenses and strong communication to simplify complex concepts for clients in a fast-paced environment at Fidelity’s on-site offices.

Qualifications

• Must hold Series 7 and Series 63 licenses; Series 4 is preferred.
• Experience in financial services or trading support.
• Ability to explain complex trading concepts clearly to clients.

Responsabilités

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

Connaissances

Series 7 license

Series 63 license

Series 4 license preferred

Financial services experience

Trading knowledge

Strong communication

Description du poste

Fidelity Investments is seeking a Client Services Trader to support active traders, guiding them through market activity, transactions, and questions. You will educate clients and help them optimize investing decisions while connecting them with trading tools and solutions.

The role requires FINRA licenses and strong communication to simplify complex concepts for clients in a fast-paced environment at Fidelity’s on-site offices.