Active Trader Service

Fidelity Investments

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

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

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

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Securities TradingInvestment Products KnowledgeEquities SupportOptions SupportMutual Funds SupportFixed Income Securities SupportMargin TradingTrading EducationClient Needs AssessmentPersonalized Solutions Delivery

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 DecisionsMarket ActivitySecurities TransactionsIndustry 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 client 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

Must have Series 7 license
Must have Series 63 license
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, sound judgment, and ability to manage multiple priorities in a fast-paced environment
Primary residence must be within a 90-mile radius of the approved Pittsburgh and Pitt-South Hills branch sites at application
Must not require immigration sponsorship

Benefits

Comp & perks

Remote role designation
Full-time employment