Active Trader Service

Fidelity Investments

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

Posted 9/15/2026full-timeRemote • Wisconsin • 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 personalized investment solutions. Proficient in explaining complex trading concepts and providing education to clients to help them achieve their financial goals.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseExperience in Financial ServicesKnowledge 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 TradingInvestment ProductsTrading SupportClient Services

Soft Skills

Attention to DetailSound JudgmentRelationship BuildingClient Needs IdentificationAbility to Manage Multiple Priorities

Certifications & Qualifications

Series 7 LicenseSeries 63 LicenseSeries 4 License

Industry Keywords

Brokerage OperationsTrading ActivitiesInvestment DecisionsMarket ActivityFinancial Goals

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
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

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
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 the approved Milwaukee branch site at application
No immigration sponsorship available

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Fidelity Investments Website LinkedIn All Job Openings 10,000+ employees Founded 1946 💸 Finance 🤝 B2B 👥 B2C 💰 $2M Series unknown on 2024-03 Finance
B2B
B2C Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions. Active Trader Service 🔥 3 minutes ago 🧀 Wisconsin – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior ✨ Trader 👻 Ghost score 10% Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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
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
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
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 the approved Milwaukee branch site at application
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