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David Careers

Active Trader Services Representative

Posted 7 days ago

fidelity investmentsRiverton (UT)
Securities, Commodities, and Financial Services Sales AgentsInvestment Banking and Securities Intermediation

SENIORITY

Junior

SALARY

$52000 - 78000 per year

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About the role

Support active traders through inbound interactions, answering trading-related questions and providing education on market activity, securities transactions, investment products, and trading tools. Help clients make informed investment decisions, identify their needs, and connect them with relevant resources and solutions while building trusted relationships. Respond to inbound client questions about market activity, securities transactions, and trading. Provide education and support to help clients make informed investment decisions. Assist clients with trading activities involving equities, options, mutual funds, fixed income, and margin. Explain financial markets, investment products, trading concepts, and regulations clearly. Identify client needs and connect clients with relevant trading tools, resources, and solutions. Build trusted client relationships and coordinate with internal business groups to deliver service. Financial markets Investment products Securities trading Equities trading Options trading Mutual funds Fixed income securities Margin trading Brokerage operations Securities regulations Series 7 license Series 63 license Series 4 license preferred

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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