Active Trader Service

Fidelity Investments

. Support Fidelity's most 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 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

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Applicant Tracking System Keywords

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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 Transactions

About the role

Key responsibilities & impact

Support Fidelity's most 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
Explain complex trading and investment concepts clearly
Identify opportunities to connect clients with trading tools, resources, and solutions aligned with client 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: Folsom, Roseville & Sacramento
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 and in a client-friendly manner
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 satisfy applicable regulatory and criminal-history requirements

Benefits

Comp & perks

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement benefits
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance, including student loan repayment
Tuition reimbursement
Learning resources to develop your career
Bonus or other variable compensation may be included depending on position and eligibility