Elite Trading Support and Education Specialist

Fidelity Investments; Nashville (TN); On-site; USD 70,000 - 120,000; Full time

Job summary

Fidelity Investments is seeking a role within the Active Trader Services team to support highly active traders by guiding them through markets, transactions and trading questions. You will build relationships through inbound client interactions, providing education and support to help clients make informed decisions.

The role requires strong knowledge of financial markets, trading products, and industry regulations, with the ability to simplify complex concepts for an exceptional client

Qualifications

• Series 7 license is required.
• Series 63 license is required.
• Series 4 license is preferred.
• Experience in financial services, brokerage operations, trading support, or a related field.

Responsibilities

• Guide active traders through market activity, securities transactions, and trading questions.
• Build trusted client relationships via inbound interactions and education.
• Explain complex trading concepts in a clear, client-friendly manner.
• Identify opportunities to connect clients with trading tools and resources that fit their investing needs.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Trading support

Communication skills

Client relationship building

Attention to detail

Job description

Fidelity Investments is seeking a role within the Active Trader Services team to support highly active traders by guiding them through markets, transactions and trading questions. You will build relationships through inbound client interactions, providing education and support to help clients make informed decisions.

The role requires strong knowledge of financial markets, trading products, and industry regulations, with the ability to simplify complex concepts for an exceptional client