Active Trader Support Specialist

Soteria Reinsurance Ltd.; Las Vegas, Northern (NV, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Fidelity is seeking a skilled Client Services professional to support active traders within the Onsite Client Services Brokerage team. You will guide clients through market activity, securities transactions, and trading-related questions, building trusted relationships and delivering education and support to help informed decisions.

Required licenses include Series 7 and Series 63, with Series 4 preferred. Strong communication, attention to detail, and ability to manage multiple priorities in a

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services or brokerage operations.
• Knowledge of markets, investment products, and trading regulations.

Responsibilities

• Support active traders by guiding them through market activity and transactions.
• Answer trading-related questions and provide education and product guidance to clients.
• Identify opportunities to connect clients with trading tools and solutions.
• Deliver clear, client-friendly explanations of complex trading concepts.

Education

Series 7

Series 63

Series 4

Job description

Fidelity is seeking a skilled Client Services professional to support active traders within the Onsite Client Services Brokerage team. You will guide clients through market activity, securities transactions, and trading-related questions, building trusted relationships and delivering education and support to help informed decisions.

Required licenses include Series 7 and Series 63, with Series 4 preferred. Strong communication, attention to detail, and ability to manage multiple priorities in a