Investor Center Intern: Client Experience & Wealth Prep

Fidelity Investments Inc.

Goerke's Corners (WI)

On-site

USD 89,000 - 112,000

Full time

10 days ago

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Fidelity Investments Inc. is offering a Branch Intern position at an Investor Center for a 10-week summer internship from June 7, 2027 to August 13, 2027.

You will work full-time onsite, delivering exceptional customer service while gaining exposure to investment products and financial planning under the FIDTERN program. You will participate in coaching, mentorship, and professional development events, collaborating with financial professionals to enhance client outcomes and grow your skills in

Qualifications

Junior-year undergraduate pursuing a degree in business or finance.
Interest in investing and wealth management.
Experience in customer service, retail, sales or banking.
Leadership in student organizations.
Professional demeanor and collaborative problem-solving skills.
Basic understanding of current market, economy and trends.
Ability to promote customer loyalty while delivering outstanding customer experience.

Responsibilities

Assist with a broad range of investment products and services and provide exceptional customer service.
Collaborate with team members to address business challenges and identify process improvements.
Support branch initiatives and contribute fresh perspectives to improve client and business outcomes.

Skills

Customer service

Leadership

Communication

Teamwork

Interest in investing

Education

Undergraduate student

Job description

Fidelity Investments Inc. is offering a Branch Intern position at an Investor Center for a 10-week summer internship from June 7, 2027 to August 13, 2027.

Get your free, confidential resume review.

or drag and drop your file here.