Investor Center Intern: Wealth Management & Client Service

Fidelity Investments; Dayton (OH); On-site; USD 25,000 - 30,000; Full time

Job summary

Fidelity Investments is offering a 10-week, full-time Summer Internship at an Investor Center in Dayton, Ohio. You will work alongside financial professionals, deliver outstanding customer experiences, and gain exposure to personal investing and financial planning.

The program includes the FIDTERN mentorship, professional development, and networking events to support career growth in financial services.

Qualifications

• Undergraduate students 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.
• Ability to promote customer loyalty while providing outstanding customer experience.

Responsibilities

• Provide exceptional customer service and assist with a broad range of investment products and services.
• Collaborate with team to address business challenges and identify opportunities for process improvements.
• Participate in professional development programs, networking events, and learning opportunities.

Skills

Customer service

Communication

Leadership

Team collaboration

Market awareness

Customer loyalty

Education

Undergrad junior year

Job description

Fidelity Investments is offering a 10-week, full-time Summer Internship at an Investor Center in Dayton, Ohio. You will work alongside financial professionals, deliver outstanding customer experiences, and gain exposure to personal investing and financial planning.

The program includes the FIDTERN mentorship, professional development, and networking events to support career growth in financial services.