Investor Center Intern: Jumpstart in Wealth Management

Fidelity Investments Inc.

Warrington Township (Bucks County)

On-site

USD 28,000 - 34,000

Full time

9 days ago

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Job summary

Fidelity Investments Inc. in the United States is seeking a Branch Intern to support client services at an Investor Center.

You'll work with financial professionals, assist with a broad range of investment products, and gain exposure to personal investing and financial planning. The 10-week, full-time internship includes hands-on projects, mentoring from branch staff, and participation in a structured development program designed to build skills in communication, teamwork, and business

Qualifications

Undergraduate student in junior year of college.
Interest in investing and wealth management.
Experience in customer service, retail, sales or banking.
Leadership experience 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 at Fidelity Investor Center.
Assist with a broad range of investment products and services.
Gain exposure to personal investing and financial planning.
Participate in development programs, mentorship, and networking events.
Collaborate with team members to address business challenges and identify process improvements.