Active Trader Service

Fidelity Investments

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

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

Core Competencies

Role fit

Core Competencies

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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 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 TradingOptions TradingMutual FundsFixed Income SecuritiesMargin TradingBrokerage OperationsFinancial Services ExperienceIndustry Regulations Knowledge

Soft Skills

Strong Communication SkillsAttention to DetailSound JudgmentClient Needs IdentificationRelationship Building

Certifications & Qualifications

Series 4 License (Preferred)

Industry Keywords

Trading SupportClient ServicesInvestment DecisionsFinancial GoalsMarket Activity

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 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

Primary residence must be located within a 90 mile radius at the time of application from the approved branch sites: Orlando & The Villages
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 in a clear and client-friendly manner
Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships
Strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment
Must not have criminal history that restricts hiring or association under applicable laws and regulations
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Full-time employment
Remote role designation; however, Fidelity’s onsite working model is transitioning across regions and roles