Active Trader Service

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

📋 Description

• Assist Fidelity’s dynamic and discerning traders with market activities, securities transactions, and trading-related inquiries.

• Cultivate trusted relationships through client interactions via inbound channels.

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

• Clarify intricate financial market and trading concepts.

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

• Deliver trading support, education, and guidance.

• Collaborate with clients and internal business units to provide outstanding experiences and support their financial aspirations.

⛳️ Requirements

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

• Fidelity does not offer immigration sponsorship.

• 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 field 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 ability to articulate complex trading and investment concepts clearly.

• Proficient in identifying client needs, providing tailored solutions, and fostering long-term relationships.

• Strong attention to detail, judicious decision-making, and capability to manage multiple priorities in a fast-paced setting.

• May be subject to restrictions based on specific criminal histories as per applicable laws and regulations.

🏝️ Benefits

• Full-time employment.

• Remote role designation (subject to eligibility based on stated residence radius and Fidelity’s onsite working-model conditions).