Active Trader Service- Greater Pittsburgh, PA Area (REMOTE)

Fidelity Investments Inc.; Cranberry Township (Butler County); Remote; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. is seeking an enthusiastic Client Services Brokerage professional to support active traders. In this role you will guide clients through market activity, execute or coordinate trades, and answer trading questions while delivering education and personalized service.

Candidates must hold Series 7 and Series 63 licenses; Series 4 is preferred. The position is onsite at Fidelity sites with a 90‑mile eligibility rule and a strong emphasis on accuracy, regulatory knowledge,

Qualifications

• Series 7 license is required.
• Series 63 license is required.
• Series 4 license preferred.
• Experience in financial services or brokerage operations.
• Knowledge of financial markets and investment products.
• Experience supporting trading activities.
• Strong communication skills to explain complex topics clearly to clients.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Guide active traders through market activity and trades.
• Provide education and support to help clients invest confidently.
• Explain complex trading concepts in a client-friendly manner.
• Identify opportunities to connect clients with trading tools and resources.
• Build trusted relationships with inbound clients.
• Support brokerage operations with awareness of regulatory requirements.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Client services

Trading support

Communication skills

Regulatory knowledge

Job description

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: Pittsburgh and Pitt- South Hills.

The Role

As a member of Fidelity'sActive Trader Servicesteam, 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 alsoidentifyopportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.

The Expertise and Skills You Bring

• Series 7 licenserequired.
• Series 63 licenserequired.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, trading support, client services, ora 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 communicationskills with the ability to explain complex trading and investment concepts in a clear and client-friendly manner.
• Demonstrated ability toidentifyclient 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.