Active Trader Service- Greater Portland, OR 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.

Responsibilities

• Support traders through market activity, securities transactions, and trading-related questions
• Build trusted relationships via inbound client interactions, providing education and support for informed investment decisions
• Identify opportunities to connect clients with trading tools, resources, and solutions aligned with their investing needs
• Serve as a trusted connection between clients and investment products, helping investors navigate markets via trading support, education, and guidance
• Partner closely with clients and internal business groups to deliver exceptional experiences and help investors achieve their financial goals

Qualifications

• Series 7 license required
• Series 63 license required
• Series 4 license preferred
• Series 04, Series 07, and Series 63 FINRA certifications
• 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
• Primary residence must be within a 90‑mile radius at the time of application from the approved branch sites: Beaverton, Portland Bridgeport & Portland Vancouver
• Fidelity will not provide immigration sponsorship for this position

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

Schedule

Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Currently, some