Active Trader Service- Greater Kansas City, MO Area (REMOTE)

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. 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.

Responsibilities

• Respond to inbound client inquiries regarding market activity, securities transactions, and trading‑related questions.
• Provide education and support to help clients make informed investment decisions.
• Identify opportunities to connect clients with appropriate trading tools, resources, and solutions.
• Maintain trusted relationships with active traders by delivering clear, client‑friendly explanations of complex concepts.
• Collaborate with internal business groups to ensure a seamless client experience.

Requirements

• 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.

Skills

• 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

Part of Fidelity's Client Services Brokerage organization, the team serves as a trusted connection between clients and a broad range of investment products, services, and financial solutions. The team helps investors navigate the markets by providing trading support, education, and guidance that build confidence and strengthen relationships. Team members partner closely with clients and internal business groups to deliver exceptional experiences and help investors achieve their financial goals through changing market conditions.

Work 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 are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Note: 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 site in Kansas City.