活跃交易服务- 美国圣安东尼奥大区
Active Trader Service- Greater San Antonio, TX Area
职位描述：
注意：富达不会为该职位提供移民担保
要符合此职位的考虑条件，您在申请时的主要居住地必须位于指定分支机构地点圣安东尼奥的90英里半径范围内。
职位描述
作为富达Active Trader Services团队的一员，您将通过指导他们进行市场活动、证券交易和与交易相关的问题，来支持富达最活跃和最复杂的交易者。您将通过主动的客户互动建立信任关系，提供教育和支持，帮助客户做出明智的投资决策。在此职位上取得成功需要对金融市场、交易产品和行业法规有深入的理解，同时具备简化复杂概念并提供卓越客户体验的能力。您还将识别机会，将客户与符合其投资需求的交易工具、资源和解决方案联系起来。
您带来的专业知识和技能
- 需要Series 7执照。
- 需要Series 63执照。
- Preferred Series 4执照。
- 在金融服务、经纪业务、交易支持、客户服务或相关领域有经验。
- 熟悉金融市场、投资产品、证券交易和行业法规。
- 有支持涉及股票、期权、共同基金、固定收益证券、保证金和其他投资产品的交易活动的经验。
- 具备良好的沟通能力，能够清晰且以客户友好的方式解释复杂的交易和投资概念。
- 展现出识别客户需求、提供个性化解决方案并建立长期关系的能力。
- 注重细节，判断力强，并能在快节奏的环境中处理多项优先任务。
团队介绍
作为富达客户服务中心经纪业务组织的一部分，我们是客户与各种投资产品、服务和金融解决方案之间的可信纽带。我们通过提供交易支持、教育和指导，帮助投资者应对市场，增强信心并加强关系。我们的团队与客户和内部业务团队紧密合作，提供卓越的体验，帮助投资者在不断变化的市场条件下实现财务目标。
富达的现场工作模式
富达正在向全职工作模式过渡
查看英文原文
Job Description:
NOTE: Fidelity will not provide immigration sponsorship for this position
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites: San Antonio.
The Role
As a member of Fidelity'sActive Trader Servicesteam, 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 alsoidentifyopportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.
The Expertise and Skills You Bring
- Series 7 licenserequired.
- Series 63 licenserequired.
- Series 4 license preferred.
- Experience in financial services, brokerage operations, trading support, client services, ora 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 communicationskills with the ability to explain complex trading and investment concepts in a clear and client-friendly manner.
- Demonstrated ability toidentifyclient 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.
The Team
As part of Fidelity's Client Services Brokerage organization, we serve as a trusted connection between our clients and a broad range of investment products, services, and financial solutions. We help investors navigate the markets by providing trading support, education, and guidance that build confidence and strengthen relationships. Our team partners closely with clients and internal business groups to deliver exceptional experiences and help investors achieve their financial goals through changing market conditions.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 04 - FINRA, Series 07 - FINRA, Series 63 - FINRACategory:
Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Originally posted on Himalayas