Elite Trader Support & Education Specialist

Fidelity Investments Inc.; Holladay (UT); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. seeks a client-focused trader support professional to guide active traders through market activity, executions, and related questions.

You will build trusted relationships through inbound interactions, delivering education and assistance that helps clients make informed decisions. The role requires knowledge of financial markets, trading products, and regulations, with the ability to simplify complex concepts and connect clients with tools and resources that fit their

Qualifications

• Requires active Series 7 and Series 63 licenses.
• Series 4 license preferred.

Responsibilities

• Support active traders by guiding them through market activity and transactions.
• Explain trading concepts in a clear, client-friendly manner and provide education and support.
• Identify opportunities to connect clients with trading tools, resources, and solutions that meet their investing needs.

Skills

Financial services experience

Trading support

Client services

Financial markets knowledge

Regulations knowledge

Clear communication

Relationship building

Multitasking in fast-paced environment

Education

Series 7 license

Series 63 license

Series 4 license preferred

Job description

Fidelity Investments Inc. seeks a client-focused trader support professional to guide active traders through market activity, executions, and related questions.

You will build trusted relationships through inbound interactions, delivering education and assistance that helps clients make informed decisions. The role requires knowledge of financial markets, trading products, and regulations, with the ability to simplify complex concepts and connect clients with tools and resources that fit their