Active Trader Service

Fidelity Investments

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

Posted 9/15/2026full-timeRemote • District of Columbia • 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 education, relationship building, and personalized investment solutions. Proficient in explaining complex trading concepts and managing multiple priorities in a fast-paced environment.

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 TradingRegulatory Compliance

Soft Skills

Strong Communication SkillsAttention to DetailSound JudgmentClient Needs IdentificationRelationship Building

Certifications & Qualifications

Series 4 License

Industry Keywords

Financial ServicesBrokerage OperationsTrading SupportClient ServicesInvestment Solutions

About the role

Key responsibilities & impact

Support active and sophisticated traders through market activity, securities transactions, and trading-related questions
Provide inbound client education and support to help clients make informed investment decisions
Build trusted, long-term client relationships
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
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

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 and sound judgment
Ability to manage multiple priorities in a fast-paced environment
Primary residence within a 90-mile radius of an approved branch site at the time of application
Must be able to satisfy applicable regulatory and criminal-history requirements
Fidelity will not provide immigration sponsorship for this position

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
Student loan repayment
Tuition reimbursement
Learning resources to develop your career
Potential bonus or other variable compensation, depending on position and eligibility