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

📋 Description

• 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.

⛳️ Requirements

• 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.