Active Trader Support Specialist: Markets & Education

Fidelity Investments Inc.; North Carolina; Remote; USD 55,000 - 75,000; Full time

Job summary

Fidelity Investments is seeking a Client Services Broker to support active traders with market activity, transactions, and trading inquiries. You will educate clients, guide decisions, and connect them with tools and solutions, building trusted relationships in a fast-paced environment.

Based in the Charlotte/onsite location, you will work with regulatory knowledge, Series 7/63 compliance, and a client-centric approach to deliver exceptional service in Fidelity's active trader services team.

Qualifications

• Series 7 license is required.
• Series 63 license is required.
• Series 4 license is preferred.
• Experience in financial services, brokerage operations, trading support, or client services.
• Knowledge of markets, investment products, and industry regulations.
• Experience supporting trading activities across equities, options, mutual funds, and fixed income.
• Strong communication and ability to explain complex concepts clearly.
• Ability to identify client needs and build long-term relationships.

Responsibilities

• Guide traders through market activity, securities transactions, and trading-related questions.
• Educate clients and provide support to help informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions.
• Build trusted relationships through inbound client interactions and personalized service.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial markets knowledge

Trading support experience

Strong communication

Relationship building

Attention to detail

Job description

Fidelity Investments is seeking a Client Services Broker to support active traders with market activity, transactions, and trading inquiries. You will educate clients, guide decisions, and connect them with tools and solutions, building trusted relationships in a fast-paced environment.

Based in the Charlotte/onsite location, you will work with regulatory knowledge, Series 7/63 compliance, and a client-centric approach to deliver exceptional service in Fidelity's active trader services team.