
Active Trader Service
Posted Sep 15

Posted Sep 15
This is a fully remote position, open to applicants in Nevada.
• Assist active and sophisticated traders by addressing market activities, securities transactions, and trading-related inquiries.
• Cultivate trusted relationships through client interactions initiated via inbound communications.
• Offer education and support to empower clients in making well-informed investment choices.
• Clarify intricate concepts and ensure an outstanding client experience.
• Recognize opportunities to connect clients with trading tools, resources, and solutions that align with their investment needs.
• Deliver trading support, education, and guidance.
• Collaborate with clients and internal business teams to provide exceptional experiences and assist investors in reaching their financial objectives.
• Possession of a Series 7 license is mandatory.
• A Series 63 license is required.
• A Series 4 license is preferred.
• Background in financial services, brokerage operations, trading support, client services, or a related sector.
• Proficient knowledge of financial markets, investment products, securities trading, and industry regulations.
• Experience in supporting trading activities related to equities, options, mutual funds, fixed income securities, margin, and other investment products.
• Excellent communication skills with the capacity to clearly explain complex trading and investment concepts in a client-friendly manner.
• Ability to recognize client needs, provide personalized solutions, and establish long-lasting relationships.
• Strong attention to detail, sound judgment, and capability to manage multiple priorities in a dynamic environment.
• Candidates must reside within a 90-mile radius of the designated Henderson branch site at the time of application.
• Fidelity will not offer immigration sponsorship for this role.
• Full-time employment.
• Designation as a remote role.
ALB Conciergerie
Meiks Affiliate Tipps
StanMindsetMomentum
LEARN Behavioral
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