Active Trader Service

Fidelity Investments

. Support active and sophisticated traders through market activity, securities transactions, and trading-related questions .

Posted 9/15/2026full-timeSan Diego • California • United StatesMid-LevelSenior💰 $48,000 - $91,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial markets and investment products, with a strong ability to support trading activities and educate clients on complex trading concepts. Proven track record in building long-term client relationships and delivering personalized solutions in a fast-paced environment.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseFinancial Services ExperienceClient Relationship ManagementStrong Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Securities TradingInvestment Products KnowledgeEquities SupportOptions SupportMutual Funds SupportFixed Income Securities SupportMargin TradingAttention to DetailJudgment in Fast-Paced Environments

Soft Skills

Client EducationRelationship BuildingIdentifying Client NeedsPersonalized Solutions Delivery

Certifications & Qualifications

Series 4 License

Industry Keywords

Brokerage OperationsTrading SupportFinancial Market RegulationsInvestment Concepts

About the role

Key responsibilities & impact

Support active and sophisticated traders through market activity, securities transactions, and trading-related questions
Provide inbound client education and support to help clients make informed investment decisions
Build trusted, long-term client relationships
Explain complex financial-market, trading, and investment concepts in a clear, client-friendly manner
Identify opportunities to connect clients with trading tools, resources, and solutions aligned with their investing needs
Partner with clients and internal business groups to deliver exceptional experiences and support investors through changing market conditions

Requirements

What you’ll need

Series 7 license required
Series 63 license required
Series 4 license preferred
Experience in financial services, brokerage operations, trading support, client services, or a related field
Knowledge of financial markets, investment products, securities trading, and industry regulations
Experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products
Strong communication skills with the ability to explain complex trading and investment concepts clearly
Ability to identify client needs, deliver personalized solutions, and build long-term relationships
Strong attention to detail, sound judgment, and ability to manage multiple priorities in a fast-paced environment
Primary residence must be within a 90-mile radius at application time from the approved branch sites: Del Mar, Rancho Bernardo, and San Diego
Fidelity will not provide immigration sponsorship
Employment may be restricted by applicable regulations concerning certain criminal histories

Benefits

Comp & perks

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance, including student loan repayment, tuition reimbursement, and learning resources
Bonus or other variable compensation may be included depending on position and eligibility