Active Trader Service

Fidelity Investments

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

Posted 9/15/2026full-timeWestlake • Ohio • 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 identifying client needs and delivering tailored solutions to support 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

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

Hard Skills

Securities TradingInvestment ProductsEquitiesOptionsMutual FundsFixed Income SecuritiesMargin TradingClient ServicesTrading Support

Soft Skills

Attention to DetailSound JudgmentRelationship BuildingAbility to Manage Multiple Priorities

Certifications & Qualifications

Series 4 License

Industry Keywords

Brokerage OperationsTrading ActivitiesInvestment DecisionsMarket ActivityFinancial Goals

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 trading and investment concepts
Identify opportunities to connect clients with trading tools, resources, and solutions aligned with investing needs
Partner with clients and internal business groups to deliver exceptional experiences and support 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 within a 90-mile radius of the approved branch sites at application

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Fidelity Investments Website LinkedIn All Job Openings 10,000+ employees Founded 1946 💸 Finance 🤝 B2B 👥 B2C 💰 $2M Series unknown on 2024-03 Finance
B2B
B2C Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions. Active Trader Service 🔥 19 minutes ago 🏢 Westlake – Onsite ⏰ Full Time 🟡 Mid-level 🟠 Senior ✨ Trader 👻 Ghost score 10% Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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 trading and investment concepts
Identify opportunities to connect clients with trading tools, resources, and solutions aligned with investing needs
Partner with clients and internal business groups to deliver exceptional experiences and support financial goals 🎯 Requirements
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 within a 90-mile radius of the approved branch sites at application Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Remote jobs Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources About us Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass Resume Review AI Apply Copilot OpenClaw job finder API docs Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs