Active Trader Service

Fidelity Investments

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

Posted 9/15/2026full-timeRemote • Ohio • 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 trading support, with a strong focus on client relationship management and personalized investment solutions. Proficient in simplifying complex trading concepts and providing education to clients to support their financial goals.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseFinancial Markets KnowledgeClient Relationship ManagementTrading Support Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Securities TradingInvestment Products KnowledgeEquities TradingOptions TradingMutual FundsFixed Income SecuritiesMargin TradingBrokerage Operations

Soft Skills

Strong Communication SkillsAttention to DetailSound JudgmentAbility to Manage Multiple Priorities

Certifications & Qualifications

Series 4 License

Industry Keywords

Financial ServicesTrading SupportClient ServicesInvestment SolutionsIndustry Regulations

About the role

Key responsibilities & impact

Support Fidelity’s 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 financial-market and trading concepts
Identify opportunities to connect clients with trading tools, resources, and solutions aligned with client investing needs
Provide trading support, education, and guidance
Partner with clients and internal business groups to deliver exceptional experiences and support investors’ financial goals

Requirements

What you’ll need

Primary residence within a 90 mile radius at the time of application from the approved Columbus branch site
Fidelity will not provide immigration sponsorship
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 and 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
May be subject to restrictions based on certain criminal histories under applicable laws and regulations

Benefits

Comp & perks

Full-time employment
Remote role designation (subject to stated residence-radius eligibility and Fidelity’s onsite working-model conditions)