Active Trader Service

Fidelity Investments

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

Posted 9/15/2026full-timeRemote • California • 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 the ability to simplify complex investment concepts. Holds necessary licenses and possesses in-depth knowledge of financial markets and investment products.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseClient Relationship ManagementFinancial Markets KnowledgeTrading Support Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Securities TradingInvestment ProductsEquitiesOptionsMutual FundsFixed Income SecuritiesMargin TradingBrokerage OperationsFinancial SolutionsTrading Support

Soft Skills

Strong Communication SkillsAttention to DetailSound JudgmentAbility to Manage Multiple PrioritiesClient Needs Identification

Certifications & Qualifications

Series 7 LicenseSeries 63 LicenseSeries 4 License

Industry Keywords

Financial ServicesBrokerage OperationsTrading SupportInvestment DecisionsClient EducationMarket ActivitySecurities TransactionsInvestment ConceptsLong-Term RelationshipsFinancial Goals

About the role

Key responsibilities & impact

Support active and sophisticated traders through market activity, securities transactions, and trading-related questions
Handle inbound client interactions
Provide education and support to help clients make informed investment decisions
Build trusted, long-term client relationships
Simplify complex trading and investment concepts
Identify opportunities to connect clients with trading tools, resources, and solutions aligned with client needs
Provide trading support, education, and guidance across investment products and financial solutions
Partner with clients and internal business groups to deliver exceptional experiences and support investors' 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
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
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
May be subject to restrictions related to certain criminal histories under applicable laws and regulations

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, and learning resources
Bonus or other variable compensation may be included depending on position and eligibility