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Active Trader Service
Fidelity Investments. Support active and sophisticated traders through market activity, securities transactions, and trading-related questions .
Core Competencies
Role fitCore 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 communicate complex investment concepts clearly. 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
Tailor your resumeApplicant 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 TradingRegulatory ComplianceBrokerage OperationsClient Services
Soft Skills
Strong Communication SkillsAttention to DetailSound JudgmentRelationship BuildingAbility to Manage Multiple Priorities
Certifications & Qualifications
Series 7 LicenseSeries 63 LicenseSeries 4 License
Industry Keywords
Financial ServicesTrading SupportInvestment DecisionsMarket ActivitySecurities TransactionsClient InteractionsInvestment ConceptsTrading ToolsFinancial GoalsRegulatory Requirements
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 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- Primary residence must be located within a 90 mile radius at the time of application from the approved branch sites: Chandler, Peoria, Phoenix - Biltmore & Scottsdale
- 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 meet applicable regulatory and legal requirements; certain criminal histories may restrict hiring or association
- No immigration sponsorship provided
Benefits
Comp & perks- Full-time employment
- Remote role designation
- Fidelity will not provide immigration sponsorship for this position