Active Trader Service- Greater Milwaukee, WI Area (REMOTE)

Fidelity Investments; Milwaukee (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

Fidelity Investments in Milwaukee seeks aClient Services Brokerage specialist to support highly active traders by guiding them through market activity, securities transactions, and trading-related questions. You will educate clients and deliver insights that help investors make informed decisions and build lasting relationships.

This role requires FINRA licensing, strong market knowledge, and the ability to translate complex trading concepts into clear guidance for clients in a fast-paced

Qualifications

• Must hold Series 7 and Series 63 licenses; Series 4 is considered a plus.
• Experience in financial services, brokerage operations, trading support, client services, or a related field.
• Deep knowledge of financial markets, investment products, securities trading, and industry regulations.
• Ability to explain complex trading and investment concepts clearly to clients.
• 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.

Responsibilities

• Guide Fidelity's active traders through market activity, securities transactions, and trading-related questions.
• Build trusted relationships through inbound client interactions, providing education and support that helps clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.

Skills

Series 7 license

Series 63 license

Series 4 license preferred

Financial services experience

Knowledge of markets and products

Trading support experience

Strong communication

Relationship building

Job description

NOTE: Fidelity will not provide immigration sponsorship for this position

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites: Milwaukee.

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.

The Expertise And Skills You Bring

• 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 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 the ability to manage multiple priorities in a fast‑paced environment.

The Team

As part of Fidelity's Client Services Brokerage organization, we serve as a trusted connection between our clients and a broad range of investment products, services, and financial solutions. We help investors navigate the markets by providing trading support, education, and guidance that build confidence and strengthen relationships. Our team partners closely with clients and internal business groups to deliver exceptional experiences and help investors achieve their financial goals through changing market conditions.

Fidelity’s Onsite Working 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.

Certifications

Series 04 - FINRA, Series 07 - FINRA, Series 63 - FINRA

Category

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.