Active Trader Service

Fidelity Investments

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

Posted 9/15/2026full-timeHouston • Texas • United StatesMid-LevelSeniorWebsite

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 the ability to simplify complex investment concepts. Proficient in delivering personalized solutions that align with client needs and financial goals.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseFinancial Markets KnowledgeClient Relationship ManagementTrading Support Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Securities TradingInvestment Products KnowledgeEquities TradingOptions TradingMutual FundsFixed Income SecuritiesMargin TradingBrokerage OperationsClient ServicesAttention to Detail

Soft Skills

Strong Communication SkillsJudgmentRelationship BuildingProblem SolvingTime Management

Certifications & Qualifications

Series 7 LicenseSeries 63 LicenseSeries 4 License

Industry Keywords

Financial ServicesTrading SupportInvestment DecisionsClient ExperienceMarket ActivitySecurities TransactionsInvestment NeedsRegulatory ComplianceFast-Paced EnvironmentCriminal History Restrictions

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
Simplify complex concepts and deliver an exceptional client experience
Identify opportunities to connect clients with trading tools, resources, and solutions aligned with client investing needs
Provide trading support, education, and guidance
Partner with clients and internal business groups to deliver exceptional experiences and support investors' 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, 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 of the approved branch sites
Fidelity will not provide immigration sponsorship
Candidates may be subject to restrictions related to certain Criminal Histories

Benefits

Comp & perks

Full-time employment
Remote designation in the job title/location field