Active Trader Support Specialist

Soteria Reinsurance Ltd.; Town of Texas (WI); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a client-facing trading support professional for its Active Trader Services team in Wisconsin. You will guide active traders through market activity, securities transactions, and trading-related inquiries, delivering clear explanations and education to help clients make informed decisions.

The role emphasizes knowledge of markets, trading products, and industry regulations, with opportunities to connect clients to tools and solutions that match their investing

Qualifications

• Must hold FINRA licenses (Series 7, Series 63) or be actively pursuing them.
• Experience in financial services, brokerage operations, trading support, or related field preferred.

Responsibilities

• Support active traders by answering market-related questions and guiding securities transactions.
• Educate clients on trading tools and resources to align with investing needs.
• Identify client needs and deliver personalized trading solutions while building long-term relationships.

Skills

Series 7

Series 63

Series 4 (preferred)

Job description

Fidelity Investments is seeking a client-facing trading support professional for its Active Trader Services team in Wisconsin. You will guide active traders through market activity, securities transactions, and trading-related inquiries, delivering clear explanations and education to help clients make informed decisions.

The role emphasizes knowledge of markets, trading products, and industry regulations, with opportunities to connect clients to tools and solutions that match their investing