Trading Support Specialist - Active Trader Services

Soteria Reinsurance Ltd.; Jacksonville, Northern (FL, KY); Hybrid; USD 65,000 - 92,000; Full time

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.