Investor Center Intern: Wealth & Client Service

Fidelity Investments

Miami (FL)

On-site

USD 22,000 - 30,000

Full time

5 days ago
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Job summary

Fidelity Investments is seeking a Branch Intern for a 10-week, full-time summer internship at an Investor Center in Miami. You will work with financial professionals, deliver exceptional customer service, and gain hands-on exposure to personal investing and financial planning.

This on-site program emphasizes learning, collaboration, and professional development through Fidelity's FIDTERN initiatives. Interns participate in development programs, networking events, and mentorship, building skills

Qualifications

  • Undegraduate student in 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 and collaborative problem-solving
  • Basic understanding of current market, economy and trends
  • Ability to promote customer loyalty while delivering outstanding experience

Responsibilities

  • Support client experience at Fidelity Investor Center
  • Assist with a broad range of investment products and services
  • Gain exposure to personal investing and financial planning
  • Collaborate with team to identify process improvements
  • Contribute to a fast-paced, customer-focused environment

Skills

Customer service
Sales
Relationship-building
Leadership
Communication
Teamwork
Investing interest
Wealth management
Financial planning

Job description

Fidelity Investments is seeking a Branch Intern for a 10-week, full-time summer internship at an Investor Center in Miami. You will work with financial professionals, deliver exceptional customer service, and gain hands-on exposure to personal investing and financial planning.

This on-site program emphasizes learning, collaboration, and professional development through Fidelity's FIDTERN initiatives. Interns participate in development programs, networking events, and mentorship, building skills

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