Active Trader Support Specialist – Phoenix Area

Soteria Reinsurance Ltd.; Phoenix (AZ); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in Phoenix is seeking an experienced Client Services Brokerage professional to support active traders by guiding them through market activity, securities transactions, and related questions.

You will build trusted relationships through inbound client interactions, provide education and support to help clients make informed investment decisions, and connect them with trading tools and solutions that fit their needs. This is an onsite role under Fidelity's evolving work model.

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations or trading support.
• Strong knowledge of financial markets and investment products.

Responsibilities

• Guide traders through market activity and securities transactions.
• Provide education and support to help clients make informed decisions.
• Identify opportunities to connect clients with trading tools and solutions.
• Maintain compliant, accurate communications with clients in a fast-paced environment.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial markets knowledge

Client service experience

Job description

Fidelity Investments in Phoenix is seeking an experienced Client Services Brokerage professional to support active traders by guiding them through market activity, securities transactions, and related questions.

You will build trusted relationships through inbound client interactions, provide education and support to help clients make informed investment decisions, and connect them with trading tools and solutions that fit their needs. This is an onsite role under Fidelity's evolving work model.