Active Trader Service- Greater Tri State Area (REMOTE)

Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

Location Eligibility: To be considered for this role, your primary residence must be within a 90-mile radius at the time of application of one of the following approved branch sites: Chappaqua, Garden City, Greenwich, CT; Fairfield, CT; Lake Grove; NYC Bryant Park; NYC Flatiron; NYC Lincoln Center; NYC Park Ave; NYC Upper West Side; NYC Upper East Side; NYC Wall Street; Plainview; Roslyn; Scarsdale; or Stamford, CT.

The Role

As a member of Fidelity’s Active Trader Services team, you will support some of Fidelity’s most active and sophisticated traders by guiding them through market activity, securities transactions, and trading-related questions. You will build trusted relationships through inbound client interactions, providing education and support to help clients make informed investment decisions.

Success in this role requires a strong understanding of financial markets, trading products, and industry regulations, along with the ability to simplify complex concepts and deliver an exceptional client experience. You will also identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.

Expertise and Skills

• 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.
• Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships.
• Strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment.

The Team

As part of Fidelity’s Client Services Brokerage organization, we serve as a trusted connection between our clients and a broad range of investment products, services, and financial solutions. We help investors navigate the markets by providing trading support, education, and guidance that build confidence and strengthen relationships. Our team partners closely with clients and internal business groups to deliver exceptional experiences and help investors achieve their financial goals through changing market conditions.

Fidelity’s Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations may evolve as the rollout continues. This transition does not apply to fully remote roles.

Compensation and Benefits

The base salary range for this position is $48,000–$91,000 USD per year. Placement within the range will vary based on job responsibilities and scope, geographic location, relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include a bonus or other variable compensation.

Fidelity offers a wide range of benefits to meet employees’ evolving needs. These benefits include comprehensive health care coverage, emotional well-being support, a market-leading retirement plan, generous paid time off and parental leave, a charitable giving employee match program, and educational assistance, including student loan repayment, tuition reimbursement, and learning resources for career development.

The application window closes when the position is filled or unposted.

Certifications

• Series 4 – FINRA
• Series 7 – FINRA
• Series 63 – FINRA

Category

Customer Service