Active Trader Support Specialist

Fidelity Investments; Portland (OR); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in Portland, OR, seeks an experienced Client Services Broker to assist active traders by guiding market activity and transactions. You will educate clients, resolve questions, and connect them with trading tools and solutions.

The role requires Series 7 and 63 licenses, with Series 4 preferred, and a strong understanding of markets, products, and regulations. Onsite work model applies.

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services or brokerage operations.
• Knowledge of markets, products, and regulations.
• Experience supporting trading activities (equities, options, funds, fixed income).
• Strong communication to explain trading concepts clearly.
• Ability to identify client needs and build relationships.
• Attention to detail and ability to handle multiple priorities.

Responsibilities

• Support active and sophisticated traders via inbound client interactions.
• Guide clients through market activity, securities transactions, and questions.
• Provide education and resources to help clients make informed decisions.
• Connect clients with tools and solutions aligned to investing needs.

Skills

Series 7 license

Series 63 license

Series 4 license preferred

Financial services experience

Knowledge of financial markets

Trading support experience

Clear client communication

Relationship building

Attention to detail

Job description

Fidelity Investments in Portland, OR, seeks an experienced Client Services Broker to assist active traders by guiding market activity and transactions. You will educate clients, resolve questions, and connect them with trading tools and solutions.

The role requires Series 7 and 63 licenses, with Series 4 preferred, and a strong understanding of markets, products, and regulations. Onsite work model applies.