Active Trader Service

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

📋 Description

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

• Establish trusted relationships through client interactions that come via inbound communications.

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

• Clearly communicate intricate trading and investment ideas in a manner that is accessible to clients.

• Recognize opportunities to connect clients with trading tools, resources, and solutions that align with their investment requirements.

• Deliver trading assistance, education, and guidance to clients.

• Collaborate with clients and internal business teams to provide outstanding experiences and support in achieving investors' financial objectives.

⛳️ Requirements

• Applicants must reside within a 90-mile radius of the approved branch locations: Edina, Madison, Minnetonka, and Oakdale at the time of application.

• Fidelity does not offer immigration sponsorship for this role.

• A Series 7 license is mandatory.

• A Series 63 license is required.

• A Series 4 license is preferred.

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

• Familiarity with 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 required.

• Excellent communication skills with the capacity to elucidate complex trading and investment concepts effectively.

• Ability to discern client needs, provide tailored solutions, and foster long-lasting relationships.

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

• Must meet applicable regulatory and criminal history requirements under securities and financial services legislation.

🏝️ Benefits

• Comprehensive health care coverage.

• Emotional well-being support.

• Market-leading retirement plans.

• Generous paid time off policies.

• Parental leave benefits.

• Charitable giving employee matching program.

• Educational assistance, including student loan repayment, tuition reimbursement, and access to learning resources.

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