Investor Center Intern: Client Experience & Wealth Insight

Fidelity Investments; Lexington (KY); On-site; USD 21,000 - 30,000; Full time

Job summary

Fidelity Investments is seeking a Branch Intern for a 10-week, full-time summer internship at an Investor Center in Lexington, KY. You will work alongside financial professionals to deliver exceptional customer service and gain exposure to investment products, services, and financial planning strategies.

Through Fidelity's FIDTERN Program, interns receive coaching, mentorship, and professional development events, helping you grow your career in wealth management.

Qualifications

• Undergrad student in junior year, seeking exposure to investing and wealth management.
• Interest in personal investing and financial planning.
• Experience in customer service, sales or retail helps in client interactions.
• Leadership roles in student organizations show initiative and teamwork.
• Professional demeanor and collaborative problem-solving are essential.
• Basic understanding of current market and economic trends is preferred.
• Ability to promote customer loyalty while delivering outstanding service.

Responsibilities

• Support client experience at Fidelity Investor Center with customer service and product assistance.
• Collaborate with team to identify process improvements and support branch initiatives.
• Participate in Fidelity's FIDTERN program and professional development events.

Skills

Junior year student

Interest in investing

Customer service

Leadership

Professional demeanor

Market awareness

Customer loyalty

Job description

Fidelity Investments is seeking a Branch Intern for a 10-week, full-time summer internship at an Investor Center in Lexington, KY. You will work alongside financial professionals to deliver exceptional customer service and gain exposure to investment products, services, and financial planning strategies.

Through Fidelity's FIDTERN Program, interns receive coaching, mentorship, and professional development events, helping you grow your career in wealth management.