Active Trader Service- Greater Austin, TX Area (REMOTE)
Fidelity Investments · Austin, TX, US
8 days agoImpress employers and recruiters.
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About the Role
Support sophisticated traders by guiding them through market activity, securities transactions, and trading-related questions. Build trusted relationships through inbound client interactions, providing education and support to help clients make informed investment decisions. Identify opportunities to connect clients with trading tools, resources, and solutions.
Responsibilities
- Guide clients 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.
- Identify opportunities to connect clients with trading tools, resources, and solutions.
Requirements
- Primary residence must be located within a 90-mile radius of approved branch sites (Austin Downtown & Austin Domain) at the time of application.
- Fidelity will not provide immigration sponsorship for this position.
- 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.
- Fidelity’s business is governed by various laws and regulations that may restrict hiring individuals with certain Criminal Histories.
Skills
- Series 7 license
- Series 63 license
- Series 4 license (preferred)
- Financial markets knowledge
- Investment products knowledge
- Securities trading knowledge
- Industry regulations knowledge
- Equities trading support
- Options trading support
- Mutual funds trading support
- Fixed income securities trading support
- Margin trading support
- Communication skills
- Client needs identification
- Personalized solution delivery
- Relationship building
- Attention to detail
- Sound judgment
- Multitasking in a fast-paced environment
Location
- Austin, TX
Work Type
- Onsite
About the Company
- Fidelity's Active Trader Services team supports sophisticated traders.
- Part of Fidelity's Client Services Brokerage organization.
- Serves as a trusted connection between clients and investment products, services, and financial solutions.
- Helps investors navigate markets by providing trading support, education, and guidance.
- Partners with clients and internal business groups to deliver exceptional experiences and help investors achieve financial goals.