Active Trader Service- Greater San Francisco, CA Area (REMOTE)
Fidelity Investments · Berkeley, CA, US
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About the Role
As a member of Fidelity's Active Trader Services team, you will support 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 that help clients make informed investment decisions. Success 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.
Responsibilities
- Support active and sophisticated traders by guiding them 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.
- Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.
Requirements
- Primary residence must be located within a 90-mile radius of approved branch sites: Berkley, Burlingame, Dublin, Marin, San Francisco & Walnut Creek.
- Fidelity will not provide immigration sponsorship for this position.
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 in a clear and 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.
Location
- Berkley
- Burlingame
- Dublin
- Marin
- San Francisco
- Walnut Creek
Work Type
- Onsite
Salary/Compensations
- $48,000-91,000 USD per year
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
About the Company
- 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.
Equal Opportunity
- Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
- Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.