Active Trader Support Specialist

Fidelity Investments; Indianapolis (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

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

You will educate clients, identify solutions, and build trusted relationships while delivering an exceptional client experience in a fast-paced environment. This role requires FINRA licenses and on-site work alignment within the 90-mile radius.

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license 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.
• 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 concepts clearly.
• Ability to identify client needs and deliver personalized solutions.

Responsibilities

• Guide active traders through market activity, securities transactions, and trading-related questions.
• Develop trusted relationships through inbound client interactions with education and support.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.

Skills

Series 7

Series 63

Series 4

Trading support

Client services

Financial markets

Communication

Job description

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

You will educate clients, identify solutions, and build trusted relationships while delivering an exceptional client experience in a fast-paced environment. This role requires FINRA licenses and on-site work alignment within the 90-mile radius.