Active Trader Support Specialist

Fidelity Investments Inc.; Westlake (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. is seeking a trader support specialist to assist active traders with market activity, execution, and related inquiries. You will educate clients and guide them to appropriate trading resources and solutions to support informed decisions.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred; strong communication and the ability to manage multiple priorities in a fast-paced environment are essential.

Qualifications

• Must hold FINRA licenses listed; Series 7 required, Series 63 required, Series 4 preferred.
• Experience in financial services, brokerage operations, or trading support.
• Knowledge of markets, investment products, and industry regulations.

Responsibilities

• Guide active traders through market activity and trading-related questions.
• Educate clients and connect them with trading tools and solutions.
• Build trusted relationships through inbound client interactions and personalized solutions.

Skills

Series 7 license

Series 63 license

Series 4 license

Experience in financial services

Knowledge of financial markets

Trading support

Strong communication

Job description

Fidelity Investments Inc. is seeking a trader support specialist to assist active traders with market activity, execution, and related inquiries. You will educate clients and guide them to appropriate trading resources and solutions to support informed decisions.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred; strong communication and the ability to manage multiple priorities in a fast-paced environment are essential.