Active Trader Service- Greater Minneapolis, MN Area (REMOTE)
About The Position
As a member of Fidelity's Active Trader Services team, you will support some of Fidelity's most active and sophisticated traders by guiding them through market activity, securities transactions, and trading-related questions. You will build trusted relationships through inbound client interactions, providing education and support that help clients make informed investment decisions. Success in this role requires a strong understanding of financial markets, trading products, and industry regulations, along with the ability to simplify complex concepts and deliver an exceptional client experience. You will also identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.
Requirements
- Series 7 license required.
- Series 63 license required.
- Experience in financial services, brokerage operations, trading support, client services, or a related field.
- Knowledge of financial markets, investment products, securities trading, and industry regulations.
- Experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products.
- Strong communication skills with the ability to explain complex trading and investment concepts in a clear and client-friendly manner.
- Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships.
- Strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment.
- Primary residence must be located within a 90-mile radius of approved branch sites (Edina, Madison, Minnetonka & Oakdale).
Nice To Haves
- Series 4 license preferred.
Responsibilities
- Support active and sophisticated traders through market activity, securities transactions, and trading-related questions.
- Build trusted relationships through inbound client interactions.
- Provide education and support to help clients make informed investment decisions.
- Simplify complex concepts and deliver an exceptional client experience.
- Identify opportunities to connect clients with trading tools, resources, and solutions.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
