Elite Active Trader Support Specialist

Fidelity Investments Inc.; Riverton (UT); On-site; USD 75,000 - 95,000; Full time

Job summary

Fidelity offers a role in its Client Services Brokerage team, supporting active traders by guiding them through market activity and trading-related questions. You will build trusted relationships through inbound client interactions, providing education and support to help clients make informed investment decisions.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and emphasizes strong communication to explain complex trading concepts clearly while managing multiple

Qualifications

• Series 7 license is required.
• Series 63 license is required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, trading support, or related field.
• Knowledge of financial markets, trading products, and industry regulations.

Responsibilities

• Guide clients through market activity and answer trading questions.
• Educate clients and support informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions.

Skills

Series 7 license

Series 63 license

Series 4 license preferred

Financial services experience

Trading support

Strong client communication

Job description

Fidelity offers a role in its Client Services Brokerage team, supporting active traders by guiding them through market activity and trading-related questions. You will build trusted relationships through inbound client interactions, providing education and support to help clients make informed investment decisions.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and emphasizes strong communication to explain complex trading concepts clearly while managing multiple