Active Trader Service

Fidelity Investments

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

Posted 9/15/2026full-timeRemote • New Jersey • 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 services and trading support, with a strong focus on client relationship management and personalized investment solutions. Proficient in explaining complex trading concepts and providing education to clients to help them achieve their financial goals.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseExperience in Financial ServicesKnowledge of Financial MarketsStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Securities TradingEquitiesOptionsMutual FundsFixed Income SecuritiesMargin TradingInvestment ProductsTrading SupportClient Services

Soft Skills

Attention to DetailSound JudgmentRelationship BuildingAbility to Manage Multiple Priorities

Certifications & Qualifications

Series 7 LicenseSeries 63 LicenseSeries 4 License

Industry Keywords

Brokerage OperationsFinancial MarketsInvestment DecisionsTrading ToolsIndustry Regulations

About the role

Key responsibilities & impact

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

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 and sound judgment
Ability to manage multiple priorities in a fast-paced environment
Primary residence within a 90 mile radius at application time from approved branch sites
Fidelity will not provide immigration sponsorship for this position

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
Learning resources to develop your career
Bonus or other variable compensation may be included depending on position and eligibility