Active Trader Service

Fidelity Investments

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services and trading support, with a strong focus on client relationship management and personalized investment solutions. Proficient in explaining complex trading concepts and providing education on various investment products.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseFinancial Markets KnowledgeClient Relationship ManagementTrading Support Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Securities TradingInvestment Products KnowledgeEquities SupportOptions SupportMutual Funds SupportFixed Income Securities SupportMargin TradingBrokerage OperationsClient Services ExperienceFinancial Regulations Knowledge

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 ServicesTrading SupportInvestment SolutionsSecurities TransactionsMarket ActivityClient InteractionsInvestment DecisionsFinancial GoalsTrading ToolsBrokerage Operations

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
Identify opportunities to connect clients with trading tools, resources, and solutions aligned with their investing 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 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: Clearwater, Sarasota & Tampa
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 not require immigration sponsorship
Subject to restrictions related to certain criminal histories under applicable securities and financial regulations

Benefits

Comp & perks

Full-time employment