Active Trader Service- Greater Cleveland, OH Area (REMOTE)

Fidelity will not provide immigration sponsorship for this position. To be eligible, your primary residence must be within a 90‑mile radius of the approved branch sites: Cleveland West, Cleveland East & Fairlawn. Fidelity is transitioning to a full‑time onsite working model; onsite expectations may evolve as the rollout continues.

About 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 that help clients make informed investment decisions. You will also identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs. As part of Fidelity's Client Services Brokerage organization, we serve as a trusted connection between clients and a broad range of investment products, services, and financial solutions, helping investors navigate the markets by providing trading support, education, and guidance that build confidence and strengthen relationships.

Responsibilities

• Support active and sophisticated traders through inbound client interactions.
• Guide clients through market activity, securities transactions, and trading‑related questions.
• Provide education and support to help clients make informed investment decisions.
• Build trusted relationships and deliver personalized solutions.
• Identify opportunities to connect clients with trading tools, resources, and solutions aligned with their investing needs.

Requirements

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.

Qualifications

• 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.

Skills

• 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.