Onsite Branch Intern: Wealth & Client Experience

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

Job summary

Fidelity Investments Inc. invites motivated undergraduates to join as Branch Interns at an Investor Center for a 10-week, full-time summer internship. You will work alongside financial professionals, delivering exceptional service and gaining exposure to personal investing and financial planning.

You’ll participate in development programs, coaching, and events designed to build business, communication, and relationship skills while exploring a 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.
• Professional demeanor and 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 investment products.
• Support personal investing and financial planning exposure.
• Collaborate with team to address business challenges and identify process improvements.
• Contribute fresh perspectives to enhance client and business outcomes.

Skills

Junior year student

Investing interest

Customer service experience

Leadership experience

Professional demeanor

Market understanding

Customer loyalty & experience

Job description

Fidelity Investments Inc. invites motivated undergraduates to join as Branch Interns at an Investor Center for a 10-week, full-time summer internship. You will work alongside financial professionals, delivering exceptional service and gaining exposure to personal investing and financial planning.

You’ll participate in development programs, coaching, and events designed to build business, communication, and relationship skills while exploring a career in wealth management.