Branch Intern - Wealth Management & Client Experience

Fidelity Investments Inc.; Grand Rapids (MI); On-site; USD 28,000 - 34,000; Full time

Job summary

Fidelity Investments Inc. invites a Branch Intern to join the Investor Center team for a 10-week summer program. You will work closely with financial professionals, delivering outstanding customer service while gaining exposure to investing and financial planning.

This on-site internship emphasizes collaboration, professional development, and real-world business insights. The role is designed for undergraduate students in their junior year who are eager to learn about wealth management, customer

Qualifications

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

Responsibilities

• Support Fidelity professionals in delivering exceptional client experiences at the Investor Center.
• Assist with a broad range of investment products and services.
• Contribute to process improvements and team initiatives.
• Participate in professional development programs and networking events.
• Collaborate with team members to address business challenges and opportunities.

Skills

Customer service

Leadership

Team collaboration

Professional demeanor

Market awareness

Education

Pursuing Bachelor's degree

Job description

Fidelity Investments Inc. invites a Branch Intern to join the Investor Center team for a 10-week summer program. You will work closely with financial professionals, delivering outstanding customer service while gaining exposure to investing and financial planning.

This on-site internship emphasizes collaboration, professional development, and real-world business insights. The role is designed for undergraduate students in their junior year who are eager to learn about wealth management, customer