Active Trader Service

This is a fully remote position, open to applicants in New Jersey, +1 more state.

📋 Description

• Assist engaged and knowledgeable traders with market activities, securities transactions, and inquiries related to trading.

• Cultivate trusted relationships through proactive client engagements.

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

• Discover opportunities to connect clients with trading tools, resources, and solutions that match their investment objectives.

• Deliver trading assistance, education, and strategic guidance.

• Collaborate with clients and internal teams to provide outstanding experiences and aid investors in reaching their financial aspirations.

⛳️ Requirements

• Series 7 license is mandatory.

• Series 63 license is required.

• Series 4 license is preferred.

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

• Understanding of financial markets, investment products, securities trading, and relevant industry regulations.

• Experience in supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products.

• Excellent communication skills to articulate complex trading and investment concepts effectively.

• Capability to assess client needs, provide tailored solutions, and foster long-term relationships.

• Strong attention to detail and sound judgment.

• Ability to juggle multiple priorities in a fast-paced environment.

• Must reside within a 90-mile radius of the approved branch locations at the time of application.

• Please note that Fidelity will not offer immigration sponsorship for this role.

🏝️ Benefits

• Extensive health care coverage.

• Support for emotional well-being.

• Leading retirement options.

• Generous paid time off.

• Parental leave benefits.

• Employee match program for charitable contributions.

• Educational support, including student loan repayment assistance.

• Tuition reimbursement opportunities.

• Career development resources.

• Potential for bonuses or other variable compensation based on position and eligibility.