Branch Intern: Hands-on Wealth & Client Service

Fidelity Investments; Eagle (ID); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Mentorship program

Professional development programs

Networking events

Job summary

Fidelity Investments is offering a 10-week Branch Intern internship focused on customer service and investment support at an Investor Center. You will work with financial professionals to help clients with a broad range of products and services and gain exposure to personal investing and financial planning.

The program includes coaching, mentorship from managers and branch professionals, and participation in professional development programs and networking events to grow your career in financial

Qualifications

• Undergraduate student in junior year.
• Interest in investing and wealth management.
• Experience in customer service, retail, sales or banking.
• Leadership experience and involvement in student organizations.
• Professional demeanor and collaborative problem-solving skills.
• Basic understanding of the current market, economy and trends.
• Ability to promote customer loyalty while delivering outstanding customer service.

Responsibilities

• Provide exceptional customer service at Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Collaborate with team to address business challenges and identify process improvements.
• Participate in professional development programs, networking events, and mentoring opportunities.

Skills

Customer service

Sales

Leadership

Professionalism

Market awareness

Education

Undergraduate student (junior year)

Job description

Fidelity Investments is offering a 10-week Branch Intern internship focused on customer service and investment support at an Investor Center. You will work with financial professionals to help clients with a broad range of products and services and gain exposure to personal investing and financial planning.

The program includes coaching, mentorship from managers and branch professionals, and participation in professional development programs and networking events to grow your career in financial