Active Trader Service
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support Fidelity's most active and sophisticated traders by guiding them through market activity, securities transactions and trading questions. You will build trusted relationships through inbound client interactions, provide education and support, and connect clients with trading tools and resources that fit their needs.
Requirements
- Primary residence within a 90 mile radius of approved branch sites: Beaverton, Portland Bridgeport and Portland Vancouver
- Series 7 license
- Series 63 license
- Series 4 license preferred
- Experience in financial services, brokerage operations, trading support or client services
- Knowledge of financial markets, investment products, securities trading and regulations
- Experience supporting trading in equities, options, mutual funds, fixed income and margin
- Strong communication skills
- Attention to detail and ability to manage multiple priorities
Responsibilities
- Guide active traders through market activity, securities transactions and trading questions
- Build trusted relationships through inbound client interactions
- Provide education and support for informed investment decisions
- Identify opportunities to connect clients with trading tools and resources
