Active Trader Service

Fidelity Investments

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

Posted 9/15/2026full-timeRemote • Kansas • 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 simplify complex investment concepts. Proficient in delivering personalized solutions and education to enhance client decision-making in trading activities.

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 SupportOptions SupportMutual Funds SupportFixed Income Securities SupportMargin TradingRegulatory Compliance KnowledgeBrokerage Operations ExperienceClient Services Experience

Soft Skills

Strong Communication SkillsAttention to DetailSound JudgmentAbility to Manage Multiple PrioritiesClient-Friendly Explanation Skills

Certifications & Qualifications

Series 7 LicenseSeries 63 LicenseSeries 4 License

Industry Keywords

Financial ServicesBrokerage OperationsTrading SupportInvestment DecisionsClient Experience

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
Simplify complex trading and investment concepts
Deliver an exceptional client experience
Identify opportunities to connect clients with trading tools, resources, and solutions aligned with their investing needs
Partner with clients and internal business groups to provide trading support, education, and guidance

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 must be within a 90-mile radius of the approved Kansas City branch site at the time of application
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Remote role designation in the title
Inbound client interactions supporting active traders
Opportunity to connect clients with trading tools, resources, and solutions
Full-time employment