Active Trader Service

🔥 13 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $48k - $91k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Fidelity Investments

WebsiteLinkedInAll 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.

📋 Description

• Support active and sophisticated traders through market activity, securities transactions, and trading-related questions • Handle inbound client interactions • Provide education and support to help clients make informed investment decisions • Build trusted, long-term client relationships • Simplify complex trading and investment concepts • Identify opportunities to connect clients with trading tools, resources, and solutions aligned with client needs • Provide trading support, education, and guidance across investment products and financial solutions • Partner with clients and internal business groups to deliver exceptional experiences and support investors' financial goals

🎯 Requirements

• Primary residence must be located within a 90 mile radius at the time of application from the approved branch sites • Fidelity will not provide immigration sponsorship for this position • 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, sound judgment, and ability to manage multiple priorities in a fast-paced environment • May be subject to restrictions related to certain criminal histories under applicable laws and regulations

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment, tuition reimbursement, and learning resources • Bonus or other variable compensation may be included depending on position and eligibility