Trader Services Specialist
Listed on 2026-10-16
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Fidelity Investments Inc. in Milwaukee is seeking a skilled Client Services professional to support active traders, guiding them through market activity and securities transactions. You will build trusted relationships, provide education, and connect clients with trading tools and solutions tailored to their investing needs.
The role requires Series 7 and Series 63 licenses, with Series 4 preferred. Strong communication and industry knowledge are essential for delivering clear, client-friendly
We have an opening for a Active Trader Services Specialist – Milwaukee Area in Milwaukee, WI, United States within Management & Operations, Sales.
Full responsibilities and requirements are described in the listing above.
Learn more about the Active Trader Services Specialist – Milwaukee Area role in the description above.
We appreciate your interest in this position.
Join Fidelity Investments Inc. and contribute to our ongoing work.
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