Active Trader Service

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

📋 Description

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

• Cultivate trustworthy relationships through client interactions initiated by incoming requests.

• Offer educational resources and support to empower clients in making well-informed investment choices.

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

• Collaborate with clients and internal teams to deliver outstanding experiences and assist investors in reaching their financial objectives.

⛳️ Requirements

• Series 7 license is mandatory.

• Series 63 license is mandatory.

• Series 4 license is preferred.

• Background in financial services, brokerage operations, trading support, client services, or a related area.

• Proficiency in financial markets, investment products, securities trading, and regulatory frameworks.

• Experience in supporting trading activities related to equities, options, mutual funds, fixed income securities, margin, and other investment vehicles.

• Excellent communication skills with the capacity to clearly articulate complex trading and investment concepts in a client-friendly manner.

• Proven ability to identify client requirements, provide tailored solutions, and establish lasting relationships.

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

• Candidate's primary residence must be within a 90-mile radius of an approved branch location at the time of application.

• Fidelity does not offer immigration sponsorship.

🏝️ Benefits

• Comprehensive healthcare plans.

• Retirement savings options with company matching.

• Employee stock purchase program.

• Generous paid time off and holiday schedules.

• Ongoing professional development and training opportunities.