Elite Active Trader Services Specialist

Soteria Reinsurance Ltd.; Charlotte, Northern (NC, KY); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Fidelity is seeking a Client Services Trader to assist active traders by guiding them through market activity, securities transactions, and trading questions. You will educate clients and connect them with tools and solutions to meet investing goals.

Qualified candidates have Series 7 and 63 licenses; Series 4 preferred. This onsite role requires strong communication, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Series 7 and Series 63 licenses are required for eligibility.
• Series 4 license preferred to enhance role scope.
• Experience in financial services, brokerage operations, or client services.
• Knowledge of markets, investment products, and trading concepts must be demonstrated.
• Ability to explain complex trading concepts clearly to clients.

Responsibilities

• Guide active traders through market activity and trading-related questions.
• Provide education and support to help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools and solutions.

Skills

Series 7 license

Series 63 license

Series 4 license preferred

Financial services experience

Client services experience

Knowledge of financial markets

Strong communication skills

Attention to detail

Job description

Fidelity is seeking a Client Services Trader to assist active traders by guiding them through market activity, securities transactions, and trading questions. You will educate clients and connect them with tools and solutions to meet investing goals.

Qualified candidates have Series 7 and 63 licenses; Series 4 preferred. This onsite role requires strong communication, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.