Investment Center Intern: Wealth & Client Experience (Summer)

Fidelity Investments; Alpharetta (GA); On-site; USD 28,000 - 39,000; Full time

Job summary

Fidelity Investments’s Branch Intern role offers hands-on exposure to client service within an Investor Center. You will assist with investment products, learn personal investing and financial planning, and collaborate with professionals to solve business challenges.

The 10-week, on-site summer internship includes mentorship, professional development, and access to Fidelity’s internal networks to support your career growth in financial planning or wealth management.

Qualifications

• Undergraduate student 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 & 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

• Support client experience at Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Provide exceptional customer service in a fast-paced environment.
• Collaborate with team to address business challenges and improvements.
• Contribute to branch initiatives and professional development programs.
• Engage with Fidelity's intern community and networking events.

Skills

Customer service

Investing interest

Leadership experience

Professional demeanor

Market awareness

Job description

Fidelity Investments’s Branch Intern role offers hands-on exposure to client service within an Investor Center. You will assist with investment products, learn personal investing and financial planning, and collaborate with professionals to solve business challenges.

The 10-week, on-site summer internship includes mentorship, professional development, and access to Fidelity’s internal networks to support your career growth in financial planning or wealth management.