Active Trader Service

Fidelity Investments

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

Posted 9/15/2026full-timeNew York City • Connecticut • United StatesMid-LevelSenior💰 $48,000 - $91,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services and trading support, with a strong ability to communicate complex investment concepts clearly and build long-term client relationships. Proficient in identifying client needs and delivering personalized investment solutions.

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 TradingOptions TradingMutual FundsFixed Income SecuritiesMargin TradingAttention to DetailJudgment SkillsMulti-Priority Management

Soft Skills

Strong Communication SkillsClient EducationRelationship BuildingPersonalized Solutions Delivery

Certifications & Qualifications

Series 7 LicenseSeries 63 LicenseSeries 4 License

Industry Keywords

Financial ServicesBrokerage OperationsTrading SupportClient ServicesInvestment DecisionsMarket ActivitySecurities TransactionsInvestment ConceptsRegulatory ComplianceFast-Paced Environment

About the role

Key responsibilities & impact

Support active and sophisticated traders through market activity, securities transactions, and trading-related questions
Handle inbound client interactions and provide education and support for informed investment decisions
Build trusted, long-term client relationships
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
Partner with clients and internal business groups to deliver exceptional experiences and support 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 within a 90-mile radius of an approved branch site at the time of application
Must not require immigration sponsorship

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
Tuition reimbursement
Learning resources for career development