Investor Center Intern: Wealth Planning & Client Experience

Fidelity Investments Inc.

Hilton Head Island (SC)

On-site

USD 27,552,000 - 41,328,000

Full time

9 days ago

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Job summary

Fidelity Investments Inc. Summer Branch Intern position at an Investor Center offers hands-on experience in customer service and financial guidance.

You will work with financial professionals to support a broad range of investment products and services while developing critical skills in communication and relationship-building. During the 10-week, full-time internship, you’ll participate in professional development, mentorship, and networking events designed to deepen your understanding of

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.
Gain exposure to personal investing and financial planning.
Collaborate with team to address business challenges and identify process improvements.
Support branch initiatives and contribute to delivering outstanding client experiences.