Active Trader Service

Fidelity Investments

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

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial markets and investment products, providing exceptional client support and education in trading activities. Possesses strong communication skills to clearly explain complex concepts and build trusted relationships with clients.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseFinancial Services ExperienceKnowledge of Securities TradingClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Trading SupportInvestment Products KnowledgeEquities TradingOptions TradingMutual FundsFixed Income SecuritiesMargin TradingAttention to DetailJudgmentMulti-Priority Management

Soft Skills

Strong Communication SkillsClient Needs IdentificationPersonalized Solutions DeliveryRelationship Building

Certifications & Qualifications

Series 4 License

Industry Keywords

Brokerage OperationsFinancial MarketsInvestment DecisionsTrading ToolsIndustry Regulations

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 in a clear, client-friendly manner
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
Help investors navigate markets through trading support, education, and guidance

Requirements

What you’ll need

Primary residence within a 90-mile radius at application time of approved branch sites: Beaverton, Portland Bridgeport, and Portland Vancouver
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 and 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
Must not require immigration sponsorship
Employment may be subject to restrictions related to certain criminal histories under applicable laws and regulations

Benefits

Comp & perks

Full-time employment
Remote role designation; onsite transition language does not apply to fully remote roles