Investor Center Intern: Wealth & Client Experience

Fidelity Investments; Cincinnati (OH); On-site; USD 2,066,000 - 3,031,000; Full time

Job summary

Fidelity Investments in Cincinnati offers a 10-week Branch Intern internship to gain hands-on client experience at a Fidelity Investor Center, working with financial professionals, delivering exceptional service, and exploring personal investing and planning.

Interns participate in professional development, mentorship, and networking events, joining fellow FIDTERNs while contributing to branch initiatives in a dynamic, customer-focused environment.

Qualifications

• Undergrad student in your junior year.
• 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

• Play a key role in the client experience at a Fidelity Investor Center.
• Provide exceptional customer service and assist with a broad range of investment products and services.
• Gain exposure to personal investing and financial planning.
• Collaborate with team to address business challenges and identify opportunities for process improvements.
• Bring fresh perspectives that help enhance both client and business outcomes.

Skills

Undergrad junior

Investing interest

Customer service

Leadership experience

Professional demeanor

Market awareness

Customer loyalty

Education

Undergraduate student (junior year)

Job description

Fidelity Investments in Cincinnati offers a 10-week Branch Intern internship to gain hands-on client experience at a Fidelity Investor Center, working with financial professionals, delivering exceptional service, and exploring personal investing and planning.

Interns participate in professional development, mentorship, and networking events, joining fellow FIDTERNs while contributing to branch initiatives in a dynamic, customer-focused environment.