Job Description:

Active Trader Services Representative 

We have an exciting opportunity for a remote, licensed Active Trader Services Representative in the Greater San Diego Metro area! While you will work from home, you must reside near the Greater San Diego area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely. 

The Purpose of Your Role 

As a member of Fidelity’s Active Trader Services team, you will be an integral part of a fast-paced, collaborative environment that is focused on enhancing relationships with Fidelity’s most active and sophisticated traders, and therefore have.  In this role, you will complex trading and service needs of these clients. This may include equity, option and margin trading, trading platform and tool navigation, and risk management.  You will help to increase customer loyalty and drive business development opportunities. 

The Expertise You Have 

Series 7 & 63 required; Series 4 preferred 

2-3 years of previous financial services experience 

The Skills You Bring 

Proven customer service, client support and problem resolution skills 

Expertise in equity and option trading, and margin 

Ability to teach clients how to use the Fidelity trading tools 

Strong verbal and written communication skills 

Ability to effectively influence others 

Robust time management and organization skills 

The Value You Deliver 

Engage with customers, via inbound calls, which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests 

Deliver efficient and responsive resolutions for various client situations   

Uncover opportunities and identify solutions and services that will improve the client’s financial success and partner with the Financial Consultant to further discuss with the client 

Collaborate with internal business partners to research and resolve complex client requests 

Conduct pro-active outbound phone calls to communicate resolutions to the client or secure additional information to close out the request 

Our Investments in You  

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.  

Certifications:

Series 04 – FINRA, Series 07 – FINRA, Series 63 – FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.