Investor Center Intern: Wealth & Customer Experience

Fidelity Investments Inc.; Dunwoody (GA); On-site; USD 28,000 - 34,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Branch Intern to support client services at an Investor Center this summer. You will work alongside licensed professionals to learn about a broad range of investment products and wealth management solutions.

The 10-week program runs on-site, with mentorship, professional development, and networking opportunities designed to build foundational skills for a future career in financial planning.

Qualifications

• Undergraduate student in their junior year seeking wealth management exposure.
• 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, economy and trends.
• Ability to promote customer loyalty while delivering outstanding service.

Responsibilities

• Assist clients and colleagues in delivering a broad range of investment products and services.
• Support day-to-day operations at the Investor Center and contribute to client satisfaction.
• Collaborate with team to identify process improvements and drive positive outcomes.
• Engage in professional development programs and mentorship opportunities.

Skills

Junior year student

Investing interest

Customer service experience

Sales or banking experience

Leadership experience

Professional demeanor

Market trends understanding

Customer loyalty focus

Job description

Fidelity Investments Inc. is seeking a Branch Intern to support client services at an Investor Center this summer. You will work alongside licensed professionals to learn about a broad range of investment products and wealth management solutions.

The 10-week program runs on-site, with mentorship, professional development, and networking opportunities designed to build foundational skills for a future career in financial planning.