Investor Center Intern: Wealth & Client Services

Fidelity Investments Inc.; The Villages (FL); On-site; USD 11,021,000 - 13,776,000; Full time

Job summary

Fidelity Investments Inc. is offering a 10-week on-site Branch Intern role at our Investor Center. You will work with financial professionals, deliver excellent service, and gain exposure to personal investing and planning during a summer program.

The internship emphasizes teamwork, communication, and problem-solving while offering hands-on experience in a fast-paced retail financial setting.

Qualifications

• Undergraduate student in junior year with 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 current market and economic trends.

Responsibilities

• Assist branch team with customer service and product inquiries.
• Support with investment product information and learning opportunities.
• Participate in professional development programs and networking events.

Skills

Customer service

Communication

Team collaboration

Leadership

Education

Undergraduate student (junior year)

Pursuing degree in finance or business

Job description

Fidelity Investments Inc. is offering a 10-week on-site Branch Intern role at our Investor Center. You will work with financial professionals, deliver excellent service, and gain exposure to personal investing and planning during a summer program.

The internship emphasizes teamwork, communication, and problem-solving while offering hands-on experience in a fast-paced retail financial setting.