Investor Center Intern — Wealth Planning & Client Experience

Fidelity Investments Inc.; Exton (PA); On-site; USD 24,797,000 - 33,062,000; Full time

Job summary

Fidelity Investments is seeking a Branch Intern to enhance client experience at an Investor Center. You’ll work with financial professionals, provide service, and gain exposure to investing and financial planning. This 10-week, on-site summer internship emphasizes coaching, mentorship, and professional development.

You’ll engage in tasks that build knowledge of financial services, collaborate to improve processes, and develop skills for a future career in wealth management.

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.
• 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 at Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Collaborate with team to address business challenges and improve processes.
• Develop business, communication, and relationship-building skills.

Skills

Interest in investing and wealth mgmt

Customer service experience

Leadership experience

Understanding of market/economy

Customer loyalty & experience

Education

Undergraduate junior year

Finance/Business focus

Job description

Fidelity Investments is seeking a Branch Intern to enhance client experience at an Investor Center. You’ll work with financial professionals, provide service, and gain exposure to investing and financial planning. This 10-week, on-site summer internship emphasizes coaching, mentorship, and professional development.

You’ll engage in tasks that build knowledge of financial services, collaborate to improve processes, and develop skills for a future career in wealth management.