Role at a glance
- Job function
-
Sales Financial Services & Insurance Sales
- Salary
- $79K – $153K/yr
- Location
- Westlake, Texas, United States
- Employment
- Full-time
- Visa support
- Fidelity will not provide immigration sponsorship for this position.
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Role Summary
The Active Trader Strategy Desk role helps clients use Fidelity’s trading capabilities and develop trading strategies, while providing market insight and analytics. The role engages traders in strategy discussions and supports brokerage customer retention and business development.
What You'll Do
- Meet with customers one-on-one and lead virtual webinars, recorded sessions, and daily live market briefings.
- Educate clients about Fidelity Brokerage offerings, including Fidelity Trader and its web, desktop, and mobile tools.
- Present the Fidelity Brokerage Value Proposition to support customer retention and identify business growth opportunities.
- Represent the company at live events and on venues such as trade shows, trade talks, trader summits, podcasts, webinars, YouTube, and...
- Maintain knowledge of equity and options strategies, fundamental and technical analysis, and developments affecting market volatility.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
FINRA Series 7 and 63 required; 5-10 years trading brokerage experience required; college degree required; excellent interpersonal, written, communication, and presentation skills; strong market knowledge with focus on equities, options, ETFs, technical and fundamental analysis, volatility, and market mechanics; working knowledge of option greeks; comfortable speaking in front of large audiences; understanding of statistics, including profitability and standard deviation; advanced organizational skills, strong time management, and ability to prioritize multiple workstreams required.
Preferred
- CMT (Chartered Market Technician), CFA, or CFP preferred – (or begin working towards designation within 3 months of hire date)
Original job description
Content provided by the employer
Original job description
Content provided by the employer
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
In this role, you will help our clients fully leverage Fidelity’s trading capabilities to develop and implement sophisticated trading strategies and provide insight and analytics into the markets. The ideal candidate will help Fidelity increase customer dedication and drive business development opportunities in the brokerage space. In this role, you will have the opportunity to:
Engage with customers via one-on-one appointments, lead virtual webinars, recorded sessions, and daily live market briefings
Ability to promote and educate clients on the value of all Fidelity’s Brokerage offerings including Fidelity Trader plus web, desktop, and mobile tools
Present and apply the Fidelity Brokerage Value Proposition to improve customer retention and identify business growth opportunities
Participate in and represent the company at live events including trade shows, trade talks, trader summits, podcasts, webinars, YouTube/Reddit, and similar venues.
Develop and maintain strong knowledge of: equity and option strategies, fundamental, analysis, technical analysis, current news and events impacting the markets, &Ability to promote and educate clients on the value of all Fidelity’s Brokerage offerings including Fidelity Trader plus web, desktop, and mobile tools
Position and leverage the Fidelity Brokerage Value Proposition to enhance customer retention and uncover business growth opportunities
Present and attend live events such as trade shows, trade talks, trader summits, podcasts, webinars, YouTube/Reddit, etc.
Develop and maintain strong knowledge of: equity and option strategies, fundamental analysis, technical analysis, recent developments and occurrences influencing the markets volatility
The Expertise and Skills You Bring
FINRA Series 7 and 63 required
5-10 years trading brokerage experience required
College degree required
CMT (Chartered Market Technician), CFA, or CFP preferred – (or begin working towards designation within 3 months of hire date)
Excellent interpersonal, written, communication, and presentation skills
Strong market knowledge with focus 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 our brokerage business
Understanding of statistics, including profitability and standard deviation
Advanced organizational skills, strong time management, and ability to prioritize multiple workstreams required
The Team
As a member of Fidelity’s Trading Strategy Desk team, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing brokerage relationships with Fidelity’s traders. The Trading Strategy Desk team engages clients in deep trading strategy discussions that combine the principles of fundamental and technical analysis, position management, and advanced option strategies.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please 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.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Customer Service
About the company
Fidelity
Large Enterprise
Fidelity is a leading financial services company that provides a wide range of investment solutions and retirement planning services to individuals and institutions. Founded in 1946, Fidelity is renowned for its commitment to innovation and customer service, offering tools and resources that help clients manage their investments effectively. With a strong focus on technology and research, Fidelity continues to empower investors by providing access to market insights and a diverse array of financial products. As a trusted partner in personal finance, Fidelity plays a significant role in helping people achieve their financial goals.