Active Trader Strategy Desk

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  

• 5-10 years trading brokerage experience  

• College degree  

• 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   

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.