Trading Support Specialist - Active Trader Services

Soteria Reinsurance Ltd.

Jacksonville (FL)

Hybrid

USD 65,000 - 92,000

Full time

14 days+

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Job summary

Fidelity in Jacksonville, FL seeks a Client Services Broker to support active traders by guiding them through market activity, securities transactions, and trading-related questions. You will build trusted relationships through inbound client interactions and provide education to help clients invest confidently.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and a strong knowledge of markets and investment products.

Qualifications

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

Responsibilities

  • Support active traders by guiding them through market activity and transactions.
  • Provide education and timely responses to trading-related questions via inbound client interactions.
  • Identify opportunities to connect clients with trading tools and solutions that meet their investing needs.

Skills

Series 7
Series 63
Series 4
Financial services experience
Trading support

Job description

Fidelity in Jacksonville, FL seeks a Client Services Broker to support active traders by guiding them through market activity, securities transactions, and trading-related questions. You will build trusted relationships through inbound client interactions and provide education to help clients invest confidently.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and a strong knowledge of markets and investment products.

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