
10,000+ employees
Founded 1946
💸 Finance
🤝 B2B
👥 B2C
💰 $2M Series unknown on 2024-03
Finance • B2B • B2C
Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.
🕒 September 15
Where this job comes from
Posted on Fidelity Investments's careers page, not through a job board
First seen by Remote Rocketship September 15
Still open on Fidelity Investments's site. Checked 8 hours ago.

10,000+ employees
Founded 1946
💸 Finance
🤝 B2B
👥 B2C
💰 $2M Series unknown on 2024-03
Finance • B2B • B2C
Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.
• 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 • Identify opportunities to connect clients with trading tools, resources, and solutions aligned with investing needs • Partner with clients and internal business groups to deliver exceptional experiences and help investors achieve financial goals
• Series 7 license required • Series 63 license required • Series 4 license preferred • 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 clearly and in a client-friendly manner • Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships • Strong attention to detail, sound judgment, and ability to manage multiple priorities in a fast-paced environment • Primary residence must be within a 90-mile radius of an approved branch site at application time • Fidelity will not provide immigration sponsorship
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