Active Trader Service

Fidelity Investments

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

Posted 9/15/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in trading support and client relationship management, with a strong focus on educating clients about investment products and market conditions. Proficient in identifying client needs and delivering tailored solutions while adhering to regulatory requirements.

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

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Hard Skills

Securities TradingInvestment Products KnowledgeEquities SupportOptions SupportMutual Funds SupportFixed Income Securities SupportMargin TradingRegulatory ComplianceBrokerage OperationsClient Services

Soft Skills

Strong Communication SkillsAttention to DetailSound JudgmentAbility to Manage Multiple PrioritiesClient-Friendly Explanation

Certifications & Qualifications

Series 4 License

Industry Keywords

Financial ServicesTrading ToolsInvestment DecisionsMarket ActivitySecurities Transactions

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
Explain complex trading and investment concepts clearly
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
Provide trading support, education, and guidance through changing market conditions

Requirements

What you’ll need

Primary residence must be located within a 90 mile radius at the time of application from the approved branch sites in Carmel and Indianapolis
Fidelity will not provide immigration sponsorship for this position
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 and in a client-friendly manner
Demonstrated 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
Must meet applicable regulatory and legal requirements concerning criminal history and association with regulated financial activities

Benefits

Comp & perks

Full-time employment
Remote role designation (subject to the posting's onsite working-model clarification)