Elite Active Trader Services Advisor

Fidelity Investments Inc.; Covington (KY); On-site; USD 55,000 - 75,000; Full time

Job summary

Fidelity Investments seeks a Client Services Brokerage professional to support active traders, guiding them through market activity and trading-related questions. You will build trusted relationships, provide education, and connect clients with trading tools and solutions that meet their investing needs.

In this role, you will join Fidelity's Client Services Brokerage team, delivering education and guidance to help investors navigate changing market conditions and achieve financial goals through

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 in a clear and client-friendly manner.
• Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships.
• Strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support Fidelity’s active traders by guiding them through market activity and trading-related questions.
• Build trusted relationships with clients through inbound interactions and provide education and support for informed investing decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.
• Collaborate within Fidelity’s Client Services Brokerage organization to deliver trading support, education, and guidance.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Trading support

Strong communication

Client relationship building

Attention to detail

Job description

Fidelity Investments seeks a Client Services Brokerage professional to support active traders, guiding them through market activity and trading-related questions. You will build trusted relationships, provide education, and connect clients with trading tools and solutions that meet their investing needs.

In this role, you will join Fidelity's Client Services Brokerage team, delivering education and guidance to help investors navigate changing market conditions and achieve financial goals through