Elite Trader Support Specialist

Fidelity Investments Inc.; Georgia; Remote; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a Client Services Brokerage professional to support highly active traders, guiding them through market activity and transactions. You will educate clients, answer questions, and connect them with trading tools and solutions to meet their investing goals.

The role requires Series 7 and 63 licenses, with Series 4 preferred, and demands strong communication, regulatory knowledge, and the ability to manage multiple priorities in a fast-paced environment on an onsite

Qualifications

• Licenses: Series 7, Series 63 required; Series 4 preferred.
• Experience in financial services, brokerage operations, trading support, client services, or a related field.
• Knowledge of financial markets, investment products, and industry regulations.
• Experience supporting trading activities in equities, options, mutual funds, fixed income, margin, and other products.
• Strong communication and ability to explain trading concepts clearly to clients.
• Ability to identify client needs and deliver personalized solutions while building long-term relationships.
• Attention to detail and ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Guide traders through market activity and transactions and respond to trading questions.
• Build trusted relationships through inbound client interactions with education and support.
• Identify opportunities to connect clients with trading tools and solutions that fit their investing needs.
• Deliver exceptional client experiences while complying with applicable laws and regulations.
• Support clients with investing needs and stay informed about market conditions.

Skills

Series 7

Series 63

Series 4 preferred

Financial services

Trading support

Client services

Communication skills

Attention to detail

Multitasking

Job description

Fidelity Investments is seeking a Client Services Brokerage professional to support highly active traders, guiding them through market activity and transactions. You will educate clients, answer questions, and connect them with trading tools and solutions to meet their investing goals.

The role requires Series 7 and 63 licenses, with Series 4 preferred, and demands strong communication, regulatory knowledge, and the ability to manage multiple priorities in a fast-paced environment on an onsite