Active Trader Support Specialist: Market Education

Fidelity Investments Inc.; Alpharetta (GA); Remote; USD 70.000 - 95.000; Vollzeit

Zusammenfassung

Fidelity Investments Inc. is seeking a Customer‑Focused Trader Support professional to assist our active traders with market activity, securities transactions, and related questions. You will build trusted relationships through inbound client interactions and provide education and support to help clients make informed investment decisions.

Role requires Series 7 and Series 63 licenses; Series 4 is a plus. We operate a full-time onsite model in Alpharetta, Buckhead & Dunwoody area, with residency

Qualifikationen

• Series 7 and Series 63 licenses are required.
• Series 4 license is preferred.
• Experience in financial services or related field.
• Knowledge of financial markets and investment products.
• Ability to explain complex trading concepts clearly.
• Strong attention to detail and multitasking ability.

Aufgaben

• Support active traders with market activity and trading questions.
• Build trusted relationships through inbound client interactions.
• Provide education and guidance on trading tools, resources, and solutions.
• Identify opportunities to connect clients with suitable trading solutions.

Kenntnisse

Series 7

Series 63

Trading support

Client services

Financial markets knowledge

Clear communication

Jobbeschreibung

Fidelity Investments Inc. is seeking a Customer‑Focused Trader Support professional to assist our active traders with market activity, securities transactions, and related questions. You will build trusted relationships through inbound client interactions and provide education and support to help clients make informed investment decisions.

Role requires Series 7 and Series 63 licenses; Series 4 is a plus. We operate a full-time onsite model in Alpharetta, Buckhead & Dunwoody area, with residency