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Active Trader Service
Fidelity Investments. Support active and sophisticated traders through market activity, securities transactions, and trading-related questions .
Posted 9/15/2026full-timeJersey City • New Jersey • United StatesMid-LevelSenior💰 $48,000 - $91,000 per yearWebsite
Core Competencies
Role fitCore 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 resumeApplicant 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 Tools IdentificationFinancial Solutions Guidance
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 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 clients’ 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, sound judgment, and ability to manage multiple priorities in a fast-paced environment
- Primary residence within a 90-mile radius of approved branch sites at the time of application
- Fidelity will not provide immigration sponsorship for this position
- Candidates may be subject to restrictions related to certain criminal histories under applicable securities and financial regulations
Benefits
Comp & perks- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment, tuition reimbursement, and learning resources
- Career development resources