Active Trader Service- Greater Sacramento, CA 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

• 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 with clients.
• Identify opportunities to connect clients with trading tools, resources, and solutions aligned with their investing needs.

Requirements

• Primary residence must be located within a 90‑mile radius of the approved branch sites (Folsom, Roseville, Sacramento) at time of application.
• 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 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 ability to manage multiple priorities in a fast‑paced environment.

Benefits

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well‑being support, market‑leading retirement, generous paid time off and parental leave, charitable giving employee match program, and 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 in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package; depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Schedule

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.