Active Trader Service

Fidelity Investments

. Support 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. Proficient in identifying client needs and delivering tailored solutions to enhance client experiences and achieve financial goals.

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 TradingTrading Tools IdentificationRegulatory Compliance Knowledge

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 ServicesBrokerage OperationsTrading SupportClient ServicesInvestment Decisions

About the role

Key responsibilities & impact

Support active and sophisticated traders through market activity, securities transactions, and trading-related questions
Handle inbound client interactions
Build trusted client relationships
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
Provide trading support, education, and guidance
Partner with clients and internal business groups to deliver exceptional experiences and help investors achieve their 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 must be within a 90-mile radius of the approved branch sites at the time of application
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, including student loan repayment and tuition reimbursement
Learning resources to develop your career