Onsite Trading Support Specialist for Active Traders

Fidelity Investments Inc.; Midvale (UT); On-site; USD 60,000 - 80,000; Full time

Job summary

Fidelity Investments Inc. in Utah (Midvale) seeks a Client Services role within our Active Trader Services team to guide highly active traders through market activity and trading questions.

You’ll build trusted relationships via inbound client interactions, delivering education and support to help clients make informed investment decisions. The role requires FINRA licenses (Series 7 and 63) with Series 4 preferred, plus experience in financial services and strong communication to explain complex

Qualifications

• FINRA licenses required: Series 7 and 63; Series 4 preferred.
• Experience in financial services, brokerage operations, or trading support.
• Ability to explain complex trading concepts clearly to clients.

Responsibilities

• Support active traders with market activity and trading questions.
• Build trusted client relationships through inbound interactions and education.
• Connect clients with trading tools and solutions aligned to investing needs.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Strong communication skills

Attention to detail

Education

N/A

Job description

Fidelity Investments Inc. in Utah (Midvale) seeks a Client Services role within our Active Trader Services team to guide highly active traders through market activity and trading questions.

You’ll build trusted relationships via inbound client interactions, delivering education and support to help clients make informed investment decisions. The role requires FINRA licenses (Series 7 and 63) with Series 4 preferred, plus experience in financial services and strong communication to explain complex