Investor Center Intern: Wealth & Client Experience

Fidelity Investments

The Villages (FL)

On-site

USD 22,000 - 28,000

Full time

8 days ago
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Job summary

Fidelity Investments invites undergraduates in their junior year to join a 10-week, full-time Branch Intern program at an Investor Center in Florida. You will gain hands-on experience in personal investing and wealth management while delivering outstanding client service.

Interns participate in professional development, networking events, and mentorship. The program runs June 7, 2027 to August 13, 2027 onsite at the Investor Center location.

Qualifications

  • Undergraduate student 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.

Responsibilities

  • Provide exceptional customer service at Fidelity Investor Center.
  • Assist with a broad range of investment products and services.
  • Support branch initiatives and process improvements.
  • Collaborate with teammates to address business challenges and client needs.

Skills

Customer service
Communication
Team leadership
Problem solving
Networking

Education

Undergraduate student – junior year

Job description

Fidelity Investments invites undergraduates in their junior year to join a 10-week, full-time Branch Intern program at an Investor Center in Florida. You will gain hands-on experience in personal investing and wealth management while delivering outstanding client service.

Interns participate in professional development, networking events, and mentorship. The program runs June 7, 2027 to August 13, 2027 onsite at the Investor Center location.

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