Licensed Active Trader Support Specialist

Fidelity Investments Inc.; Portland (OR); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments in Portland is seeking a client-focused trading support specialist to guide active traders through market activity, transactions, and questions. You will build trusted relationships via inbound client interactions, educating clients to help them invest confidently.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and previous experience in financial services or brokerage operations. Onsite work is expected as Fidelity advances its model.

Qualifications

• Series 7 license is required.
• Series 63 license is required.
• Series 4 license is preferred.

Responsibilities

• Guide active traders through market activity and securities transactions.
• Provide education and support to help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions.
• Maintain strong knowledge of markets, products, and industry regulations.

Skills

Series 7 license

Series 63 license

Series 4 license (preferred)

Job description

Fidelity Investments in Portland is seeking a client-focused trading support specialist to guide active traders through market activity, transactions, and questions. You will build trusted relationships via inbound client interactions, educating clients to help them invest confidently.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and previous experience in financial services or brokerage operations. Onsite work is expected as Fidelity advances its model.