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-timeAustin • Texas • 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. Proficient in identifying client needs and delivering tailored financial solutions across 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

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 TradingBrokerage OperationsFinancial Solutions GuidanceAttention to Detail

Soft Skills

Strong Communication SkillsClient Needs IdentificationRelationship BuildingSound JudgmentMulti-Priority Management

Certifications & Qualifications

Series 4 License

Industry Keywords

Financial ServicesTrading SupportBrokerage OperationsInvestment EducationMarket Activity

About the role

Key responsibilities & impact

Support Fidelity’s most active and sophisticated traders through market activity, securities transactions, and trading-related questions
Provide inbound client interactions, education, and support to help clients make informed investment decisions
Build trusted, long-term client relationships
Explain complex trading and investment concepts clearly and in a 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 help investors achieve their 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: Austin Downtown & Austin Domain
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
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
May be subject to restrictions based on certain Criminal Histories

Benefits

Comp & perks

Full-time employment
Remote work designation (subject to Fidelity’s onsite working-model transition and role/location requirements)