Active Trader Support Specialist (Brokerage)

Fidelity Investments Inc.; Carmel (IN); Remote; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments Inc. is seeking an experienced Client Services professional to support active traders. You will guide clients through market activity, educate on investments, and address trading-related questions with a focus on building trusted relationships.

The role requires Series 7 and Series 63 licenses (Series 4 preferred) and experience in financial services or brokerage operations. Onsite working model and strong communication are essential.

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, trading support, client services, or a 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 and investment concepts clearly.
• Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships.
• Strong attention to detail, sound judgment, and ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Provide guidance to Fidelity's active traders through market activity and trades via inbound client interactions.
• Educate and support clients to help them make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that fit their investing needs.
• Handle securities transactions and trading-related questions with accuracy and professionalism.

Skills

Series 7

Series 63

Series 4 (preferred)

Financial services

Trading support

Client services

Financial markets knowledge

Communication skills

Attention to detail

Job description

Fidelity Investments Inc. is seeking an experienced Client Services professional to support active traders. You will guide clients through market activity, educate on investments, and address trading-related questions with a focus on building trusted relationships.

The role requires Series 7 and Series 63 licenses (Series 4 preferred) and experience in financial services or brokerage operations. Onsite working model and strong communication are essential.