Active Trader Strategy Desk

🔥 23 hours ago

🌵 Arizona, Colorado, +16 more states – Remote

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💵 $79k - $153k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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Logo of Fidelity Investments

Fidelity Investments

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.

📋 Description

• Engage with customers through one-on-one appointments • Lead virtual webinars, recorded sessions, and daily live market briefings • Promote and educate clients on Fidelity’s Brokerage offerings, including Fidelity Trader and web, desktop, and mobile tools • Present and apply the Fidelity Brokerage Value Proposition to improve customer retention • Identify and uncover business growth opportunities in the brokerage space • Participate in and represent Fidelity at trade shows, trade talks, trader summits, podcasts, webinars, YouTube/Reddit, and similar venues • Develop and maintain knowledge of equity and option strategies, fundamental and technical analysis, current news and market events, volatility, position management, and advanced option strategies • Engage clients in deep trading strategy discussions as part of the Trading Strategy Desk team

🎯 Requirements

• FINRA Series 7 and Series 63 required • 5–10 years of trading brokerage experience required • College degree required • CMT (Chartered Market Technician), CFA, or CFP preferred, or begin working toward a designation within 3 months of hire • Excellent interpersonal, written, communication, and presentation skills • Strong market knowledge focused on equities, options, ETFs, technical and fundamental analysis, volatility, and market mechanics • Working knowledge of option Greeks • Comfortable speaking in front of large audiences • Passion for helping clients become more informed traders and growing the brokerage business • Understanding of statistics, including profitability and standard deviation • Advanced organizational skills, strong time management, and ability to prioritize multiple workstreams required

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement benefits • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment • Tuition reimbursement • Learning resources for career development • Bonus or other variable compensation, depending on position and eligibility

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