Active Trader Service

🔥 14 hours ago

🌲 Oregon – Remote

🌲 Oregon – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 10%

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 • Build trusted relationships through inbound client interactions • Provide education and support to help clients make informed investment decisions • 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 • Help investors navigate markets through trading support, education, and guidance

🎯 Requirements

• Primary residence within a 90-mile radius at application time of approved branch sites: Beaverton, Portland Bridgeport, and Portland Vancouver • 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 • Must not require immigration sponsorship • Employment may be subject to restrictions related to certain criminal histories under applicable laws and regulations

🏖️ Benefits

• Full-time employment • Remote role designation; onsite transition language does not apply to fully remote roles