Overview In this role you support Fidelity's active traders by guiding them through market activity and transactions while delivering education and personalized assistance. You will build trusted relationships through inbound client interactions and help clients access trading tools and solutions aligned with their investing needs. The position requires a strong grasp of financial markets, trading products, and regulations, and emphasizes clear, client-friendly communication. You'll work with cross-functional teams to enhance the client experience in a fast-paced environment.
Responsibilities- Guide traders through market activity and securities transactions
- Provide education and support to clients to inform investment decisions
- Identify opportunities to connect clients with trading tools, resources, and solutions
- Maintain strong client relationships through inbound interactions
- Adhere to industry regulations and deliver compliant, high-quality service
Key requirements- Series 7 license required
- Series 63 license required
- Series 4 license preferred
- Experience in financial services, brokerage operations, trading support, or a related field
- Knowledge of financial markets, investment products, securities trading, and industry regulations
- Experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products
- Strong communication skills to explain complex concepts clearly
- Ability to identify client needs, deliver personalized solutions, and build long-term relationships
- Strong attention to detail, sound judgment, and ability to manage multiple priorities in a fast-paced environment
- strong communication
- relationship-building
- clear explanation of complex concepts
- knowledge of financial markets and investment products
- securities trading understanding (equities, options, mutual funds, fixed income)
- regulatory awareness (FINRA, SEC)
