Active Trader Service- Greater Tampa, FL Area (REMOTE)
Fidelity Investments
Job Description:NOTE: Fidelity will not provide immigration sponsorship for this positionTo 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: Clearwater, Sarasota & Tampa.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 ModelFidelity 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 - FINRACategory:Customer ServicePlease 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.SummaryLocation: Tampa, FL; Sarasota, FL; Clearwater, FLType: Full time
- ...Active Trader Services Team Member As a member of Fidelity's Active Trader Services team, you will support some of Fidelity's most active and... ...rollout continues. This transition does not apply to fully remote roles. Certifications: Series 04 - FINRA, Series 07 -...Remote jobFull time
- ...exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tampa, FL Metro area! While you will work from home... ...and therefore have complex service and investment needs. In this... ...-related financial activities and the rules and regulations...Remote workFull time
- ...Active Trader Services Team Member As a member of Fidelity's Active Trader Services team, you will support some of Fidelity's most active and... ...are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Fidelity InvestmentsRemote jobFull time
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$28.1 - $34.5 per hour
...Experience Representative, Active Trader Join us in building... ...role as an Advanced Services Representative, you will... ...For By Most Needed: Remote-Overnights In-office... ...matter expertise in areas such as Options and Margin... ...Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville...Remote workWork at officeFlexible hoursShift workNight shiftDay shift3 days per week- ...Advantage experience. This is a remote opportunity, but we’re... ...for someone who lives in the Tampa area to stay closely connected... ...number of dealer partners not actively using their Kinetic Advantage... ...for extended periods of time (greater than 4 hours) While performing...Remote workWork at officeLocal areaFlexible hoursNight shiftWeekend work
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...Field Technician Location: Greater Minneapolis/St. Paul, MN Area (REMOTE) FLSA Classification Non-Exempt... ...Technician within our Utility Services team. Candidate will work remotely... ...utility personnel throughout fielding activities within this location Ability to...Remote workTemporary workWork at officeLocal areaWork from homeNight shift- ...involves guiding clients through market activity, processing complex securities transactions... ...90 days Experience in financial services, brokerage operations, trading support,... ...This transition does not apply to fully remote roles. Certifications: Series 07 -...Remote jobFull time
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...for you. FusionTek is a Managed Service Provider established in 2007, with offices located in the greater Seattle area, Washington, DC, and Tampa, FL. Our innovative team is enthusiastic... ...cloud-related problems. ~ Provide remote and onsite support for client...Remote workWork at officeImmediate startWork from homeShift work$15 per hour
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...Operating Room Location: Tampa, FL Agency: Atlas MedStaff... ...contract in the Tampa, Florida area. Atlas Medstaff is a premier... ...of our team has been working remote since the pandemic), but you... ...matching after 6 months. Telehealth services for ease of use when an...Remote workHourly payFull timeContract workWork at officeShift workWeekend work- ...EVERSANA INTOUCH® is a global, full-service marketing agency network serving the life... ...Description WHAT DOES A PROGRAMMATIC TRADER DO? The Programmatic Trader will join... ...relationships Demonstrate confidence and actively participate in internal and external meetings...Remote workWork at officeLocal area
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$80k - $175k
...looking for a results-driven Dealership Account Manager in Tampa, FL to join our growing field sales team. In this role, you’ll help... ...Dealer Support and Relationship Management: Provide exceptional service and consultative support to dealer partners through on-site...Remote work$1,659 per week
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...Senior Loss Control Consultant – Greater Los Angeles Region Be here... ...Valley, or Orange County area. When is the last time you... ...insurance expertise and field-based service model, we build lasting... ...account scheduling and activities for the assigned territory....Remote workFull timePart timeSeasonal workWork from homeNight shift- ...Job Title This is a remote position. Customer Service Inbound, Billing & Customer Support Calls Telemarketing Experience Preferred About Stride... ...number. Call Centers and agents who do not have Miami area code phone numbers (305 or 786) will need to be able to...Remote workWork from homeLong distance
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- ...Job Description Director of Operations (Client Service & Operations) About the Firm- ROLE IS IN PERSON in Tampa, FL This established Private Wealth Management... ...continuously improved, resulting in fewer errors and greater efficiency Operational issues are identified...Private practiceWork from homeHome office
$44k - $80k
...00 to $1 million and therefore a complex service and investment need. In this role, you will... ...complex client requests Conduct pro-active outbound calls to communicate resolution... ...This transition does not apply to fully remote roles. The base salary range for this position...Remote workFull time- ...ECI Group's Professional Technical Services Network as a contract IT Ops Engineer- Trader Support . The IT Ops Engineer -... ...their designated locations and remote sites at times. This role is expected... ...(M365 suite), Exchange and Active Directory, trading specific packages...Remote workPermanent employmentContract workTemporary workLocal areaImmediate start
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$5,000 per month
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