[Hiring] Active Trader Strategy Desk @Fidelity Investments

Role Description

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
• 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
• 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

Qualifications

• 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

Requirements

• 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.

Benefits

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company Description

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.