Active Trader Service- Greater Milwaukee, WI 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.

Key responsibilities

• Assist active traders with market activity, securities transactions, and trading‑related inquiries.
• Provide education and support to help clients make informed investment decisions.
• Build trusted, long‑term relationships through inbound client interactions.
• Identify and recommend trading tools, resources, and solutions that meet client needs.
• Collaborate with internal business groups to deliver a seamless client experience.

Qualifications

• 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 attention to detail, sound judgment, and ability to manage multiple priorities in a fast‑paced environment.
• Primary residence must be within a 90‑mile radius of the approved Milwaukee branch site at the time of application.
• Fidelity will not provide immigration sponsorship for this position.

Skills

• Excellent communication skills with the ability to explain complex trading and investment concepts in a clear, client‑friendly manner.
• Demonstrated ability to identify client needs, deliver personalized solutions, and build long‑term relationships.
• Strong analytical and problem‑solving abilities.
• Ability to work effectively in a fast‑moving, client‑focused environment.

Team overview

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 provides trading support, education, and guidance that build confidence and strengthen relationships, helping investors achieve their financial goals through changing market conditions.

Work location and onsite model

Fidelity is transitioning to a full‑time onsite working model through a phased rollout. This role currently requires onsite presence at the Milwaukee location, with expectations subject to change as the rollout continues.

Certifications

• Series 04 – FINRA (preferred).
• Series 07 – FINRA (required).
• Series 63 – FINRA (required).