Jobs · Finance

Active Trader Service- Greater Minneapolis, MN Area (REMOTE)

Fidelity Investments · Minneapolis, MN · 1 mo ago
RemoteRemoteFinance$48k–$91k/yrFull-time

Note: Fidelity will not provide immigration sponsorship for this position. To be eligible, your primary residence must be within a 90‑mile radius of one of the approved branch sites: Edina, Madison, Minnetonka, or Oakdale.

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.

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.
  • Strong 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 attention to detail, sound judgment, and the ability to manage multiple priorities in a fast‑paced environment.

Benefits

  • Comprehensive health‑care coverage and emotional‑well‑being support.
  • Market‑leading retirement plans.
  • Generous paid time off and parental leave.
  • Charitable‑giving employee match program.
  • Educational assistance, including student‑loan repayment, tuition reimbursement, and learning resources to develop your career.

Pay

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, scope, geographic location, relevant experience, and other factors. Base salary is only part of the total compensation package and may include bonus or other variable compensation.

Schedule

Fidelity is transitioning to a full‑time onsite working model. Some roles and locations require 100 % onsite presence, while others may require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

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