Summer Branch Intern: Client Experience & Wealth Basics

Fidelity Investments Inc.; Plano (TX); On-site; USD 25,000 - 36,000; Full time

Job summary

Fidelity Investments Inc. invites applicants for a 10-week, full-time Branch Intern role based on-site at the Investor Center in Plano, Texas.

You will work alongside experienced financial professionals, provide exceptional customer service, and assist with a broad range of investment products and services while gaining hands-on exposure to personal investing and financial planning. Through Fidelity's FIDTERN program, interns receive coaching and mentorship, participate in professional

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 at Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Collaborate with team on process improvements.
• Participate in professional development programs and mentorship.

Skills

Customer service

Retail experience

Leadership

Communication

Teamwork

Education

Undergraduate student (junior year)

Job description

Fidelity Investments Inc. invites applicants for a 10-week, full-time Branch Intern role based on-site at the Investor Center in Plano, Texas.

You will work alongside experienced financial professionals, provide exceptional customer service, and assist with a broad range of investment products and services while gaining hands-on exposure to personal investing and financial planning. Through Fidelity's FIDTERN program, interns receive coaching and mentorship, participate in professional