Active Trader Service Representative – Greater San Diego, CA Area

Job Description:
We have a new and exciting opportunity for a Remote Licensed Active Trader Service Representative in the Greater San Diego area !

The position is fully remote and requires you reside in the Greater San Diego, California area .

We offer virtual interviewing and on boarding, as well as access to our virtual training and support.

Full access to work from home capabilities to support our clients remotely
As a member of Fidelity’s Active Trader Services team, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships with Fidelity’s most active and complex traders, and therefore have complex trading and service need.

In this role, you will support the trading and non-trading needs and inquiries by these clients including the areas of equity and option trading, margin, trading platform & tool navigation, and risk management.

You will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.

Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.

These simple but powerful values set us apart from our competition.
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 master the Fidelity trading tools and teach clients how to use them
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
Our Investments in You
We believe it is important to approach life holistically.

Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance.

Sound too good to be true?

See for yourself and learn more about our benefits offerings:
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires 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 resolution for various client situations.
Uncover opportunities and identify products and services that will enhance 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 calls to communicate resolution to the client or secure additional information to close out the request
Certifications: 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.