Fidelity Investments

Trader

• Support active and sophisticated traders through market activity, securities transactions, and trading-related questions
• Build trusted relationships through inbound client interactions
• Provide education and support to help clients make informed investment decisions
• Identify opportunities to connect clients with trading tools, resources, and solutions aligned with their investing needs
• Provide trading support, education, and guidance
• Partner with clients and internal business groups to deliver exceptional experiences and help investors achieve financial goals

Active Trader Service

Consultant

• Build strong, personal relationships with clients
• Provide the highest level of customer service to Fidelity's sophisticated and valued clients
• Directly support the Advisor's efforts to increase and develop the business
• Handle inbound calls and emails from a book of clients and collaborate on customer communications
• Respond to mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, and income and retirement planning needs
• Partner with the Advisor and implement a structured client contact strategy
• Encourage annual client reviews
• Identify opportunities for asset consolidation, High Net Worth product development, and sophisticated product offerings
• Conduct basic guidance preparation discussions supporting client strategies developed by the Financial Consultant
• Assist with pre- and post-guidance appointments
• Make follow-up calls to understand client meeting objectives and prepare for future appointments
• Support clients' long-term objectives through integrated strategies to protect, grow, and transfer assets

Active Trader Service

Wealth Management Planning Consultant – Texas Hill Country