Active Trader Service

Fidelity Investments

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

Posted 9/15/2026full-timeSan Antonio • 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 markets and investment products, providing education and support to clients while building trusted relationships. Proficient in delivering personalized trading solutions and managing multiple priorities in a fast-paced environment.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseFinancial Services ExperienceKnowledge of Financial MarketsStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Securities TradingEquitiesOptionsMutual FundsFixed Income SecuritiesMargin TradingClient ServicesTrading SupportInvestment ProductsIndustry Regulations

Soft Skills

Attention to DetailSound JudgmentRelationship BuildingClient Needs IdentificationPersonalized Solutions Delivery

Certifications & Qualifications

Series 4 License

Industry Keywords

Brokerage OperationsTrading ActivitiesInvestment DecisionsMarket ActivityClient Interactions

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 financial-market, trading, and investment concepts clearly
Identify opportunities to connect clients with trading tools, resources, and solutions aligned with their investing 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

Primary residence must be located within a 90 mile radius at the time of application from the approved branch site in San Antonio
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 and in a client-friendly manner
Demonstrated 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
Fidelity will not provide immigration sponsorship for this position
Subject to laws and regulations that may restrict hiring or association with individuals with certain Criminal Histories

Benefits

Comp & perks

Full-time employment
Remote role designation (subject to the stated residence-radius requirement)
Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite expectations may evolve by region and role