Investor Center Intern: Client Experience & Wealth Learning

Fidelity Investments Inc.; Friendswood (TX); On-site; USD 9,919,000 - 15,154,000; Full time

Job summary

Fidelity Investments Inc. is offering a 10-week, full-time Branch Intern program at an Investor Center in the United States.

You will work alongside expert financial professionals, delivering exceptional customer service while gaining exposure to investment products and financial planning opportunities. The program emphasizes hands-on experience, ongoing coaching from managers, and participation in professional development events.

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 & 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 and assist with a broad range of investment products and services.
• Collaborate with team to address business challenges and identify process improvements.
• Develop skills in financial planning and wealth management during the internship.

Skills

Customer service

Investing interest

Leadership experience

Professional demeanor

Market awareness

Client loyalty

Team collaboration

Job description

Fidelity Investments Inc. is offering a 10-week, full-time Branch Intern program at an Investor Center in the United States.

You will work alongside expert financial professionals, delivering exceptional customer service while gaining exposure to investment products and financial planning opportunities. The program emphasizes hands-on experience, ongoing coaching from managers, and participation in professional development events.