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

📋 Description

• Assist Fidelity's most active and sophisticated traders with market activities, securities transactions, and inquiries related to trading.

• Establish trusted relationships through incoming client communications.

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

• Articulate complex trading and investment concepts in a clear and client-friendly manner.

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

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

⛳️ Requirements

• Must reside within a 90-mile radius at the time of application from the designated branch locations: St. Louis - West & St. Louis - Ladue.

• Series 7 license is mandatory.

• Series 63 license is required.

• Series 4 license is preferred.

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

• Familiarity with financial markets, investment products, securities trading, and industry regulations is necessary.

• Previous experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products is required.

• Excellent communication skills with the capability to clarify complex trading and investment ideas in a straightforward and client-friendly way.

• Proven ability to recognize client needs, provide tailored solutions, and foster long-term relationships.

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

• Fidelity does not provide immigration sponsorship for this position.