Branch Intern: Wealth Management & Client Experience

Fidelity Investments Inc.; Naples (FL); On-site; USD 21,000 - 39,000; Full time

Job summary

Fidelity offers a 10-week, full-time summer internship at the Investor Center, designed to build client-service and financial‑planning skills. You will work with experienced professionals, gain exposure to investment products, and participate in mentorship, professional development events, and a robust intern community.

The program emphasizes curiosity, collaboration, and continuous learning as you help deliver exceptional service and contribute to branch initiatives in a fast-paced environment.

Qualifications

• Undergraduate students in your junior year of college.
• 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 economic trends.
• Ability to promote customer loyalty while providing outstanding customer experience.

Responsibilities

• Provide exceptional customer service to Fidelity Investor Center clients.
• Assist with a broad range of investment products and services.
• Gain exposure to personal investing and financial planning.
• Collaborate with team members to address business challenges and identify improvements.
• Support branch initiatives and deliver strong client outcomes.

Skills

Investing interest

Customer service

Leadership experience

Professional demeanor

Market awareness

Customer loyalty focus

Education

Undergraduate junior year student

Job description

Fidelity offers a 10-week, full-time summer internship at the Investor Center, designed to build client-service and financial‑planning skills. You will work with experienced professionals, gain exposure to investment products, and participate in mentorship, professional development events, and a robust intern community.

The program emphasizes curiosity, collaboration, and continuous learning as you help deliver exceptional service and contribute to branch initiatives in a fast-paced environment.