Trader Support & Education Specialist

Fidelity Investments Inc.; Chandler (AZ); Remote; USD 50.000 - 80.000; Vollzeit

Zusammenfassung

Fidelity Investments Inc. is seeking a role within the Client Services Brokerage team in Chandler, AZ, focused on guiding active traders through market activity and related inquiries.

You will educate clients and provide support that helps them make informed investment decisions. The role emphasizes knowledge of financial markets, trading products, and industry regulations, with a strong focus on clear communication and relationship building.

Qualifikationen

• Series 7 and Series 63 licenses are required; Series 4 is preferred.
• Experience in financial services, brokerage operations, trading support or related field.
• Knowledge of financial markets, investment products, securities trading and regulations.

Aufgaben

• Support active traders through market activity, securities transactions and trading questions.
• Build trusted relationships via inbound client interactions with education and guidance.
• Identify opportunities to connect clients with trading tools, resources and solutions.

Kenntnisse

Series 7 license

Series 63 license

Series 4 license preferred

Financial services experience

Knowledge of markets & products

Strong communication skills

Client need identification & solutions

Attention to detail & multi-priority

Jobbeschreibung

Fidelity Investments Inc. is seeking a role within the Client Services Brokerage team in Chandler, AZ, focused on guiding active traders through market activity and related inquiries.

You will educate clients and provide support that helps them make informed investment decisions. The role emphasizes knowledge of financial markets, trading products, and industry regulations, with a strong focus on clear communication and relationship building.