Investor Center Intern: Wealth & Client Experience

Fidelity Investments; Lower Merion Township (Montgomery County); On-site; USD 12,123,000 - 15,154,000; Full time

Job summary

Fidelity Investments seeks a Branch Intern to support client experiences at an Investor Center. You will work with seasoned financial professionals, delivering outstanding service and helping with a range of investment products and services.

The role builds skills in business communication and relationship management. The 10-week, full-time summer internship runs from June 7, 2027 to August 13, 2027, onsite at the Investor Center.

Qualifications

• Undergraduate student in junior year at college.
• Interest in investing and wealth management.
• Experience in customer service, retail, sales or banking.
• Leadership experience and involvement 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

• Serve client needs with exceptional service at Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Collaborate with team to identify process improvements and business opportunities.
• Gain hands-on exposure to personal investing and financial planning.
• Participate in mentoring and professional development activities.

Skills

Customer service

Communication

Relationship-building

Team collaboration

Investing interest

Leadership

Market awareness

Job description

Fidelity Investments seeks a Branch Intern to support client experiences at an Investor Center. You will work with seasoned financial professionals, delivering outstanding service and helping with a range of investment products and services.

The role builds skills in business communication and relationship management. The 10-week, full-time summer internship runs from June 7, 2027 to August 13, 2027, onsite at the Investor Center.