Active Trader Service

This is a fully remote position, open to applicants in Maryland.

📋 Description

• Assist active and sophisticated traders by addressing market activity, securities transactions, and trading-related inquiries.

• Cultivate trusted relationships through inbound client communications.

• Offer education and support to empower clients in making informed investment choices.

• Clarify complex trading and investment concepts in a straightforward, client-friendly manner.

• Recognize opportunities to connect clients with trading tools, resources, and solutions tailored to their investing needs.

• Deliver trading support, education, and guidance.

• Collaborate with clients and internal business units to provide exceptional experiences and aid investors in reaching their financial objectives.

⛳️ Requirements

• Must reside within a 90-mile radius of approved branch locations in Annapolis, Bethesda, Columbia, or Towson at the time of application.

• Series 7 license is mandatory.

• Series 63 license is essential.

• Series 4 license is preferred.

• Experience in financial services, brokerage operations, trading support, client services, or a related domain is required.

• Understanding of financial markets, investment products, securities trading, and industry regulations is necessary.

• Experience in supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products is important.

• Excellent communication skills with the ability to articulate complex trading and investment concepts clearly.

• Capability to identify client needs, provide personalized solutions, and foster long-term relationships.

• Strong attention to detail, sound judgment, and the ability to handle multiple priorities in a fast-paced setting.

• Fidelity will not offer immigration sponsorship for this role.

• Subject to restrictions related to certain Criminal Histories under applicable securities and financial regulations.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Market-leading retirement plan.

• Generous paid time off policy.

• Parental leave benefits.

• Employee matching program for charitable contributions.

• Educational assistance, including student loan repayment options.

• Tuition reimbursement opportunities.

• Learning resources available to advance your career.

• Bonus or other variable compensation may be included based on position and eligibility.