Job 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