Summer Investor Center Intern - Wealth & Client Experience

Fidelity Investments; Dallas (TX); On-site; USD 67,000 - 89,000; Full time

Job summary

Fidelity Investments invites talented undergraduates to join our Investor Center as Branch Intern for a hands-on 10-week summer program. You’ll collaborate with financial professionals, deliver strong customer service, and gain exposure to wealth management and personal investing.

You’ll participate in professional development, gain mentorship, and work on meaningful projects that improve client experiences and branch operations. Apply your leadership and teamwork skills in a fast-paced setting.

Qualifications

• Undergrad junior year with interest in investing
• Experience in customer service, retail, sales or banking
• Leadership in student organizations
• Professional demeanor and collaborative problem-solving
• Basic understanding of current market and trends

Responsibilities

• Support client experience at Fidelity Investor Center
• Assist with a broad range of investment products and services
• Participate in program with coaching, mentorship and professional development
• Contribute to process improvements and team initiatives

Skills

Customer service

Investing interest

Leadership experience

Professional demeanor

Market awareness

Problem-solving

Team collaboration

Education

Undergraduate student, junior year

Job description

Fidelity Investments invites talented undergraduates to join our Investor Center as Branch Intern for a hands-on 10-week summer program. You’ll collaborate with financial professionals, deliver strong customer service, and gain exposure to wealth management and personal investing.

You’ll participate in professional development, gain mentorship, and work on meaningful projects that improve client experiences and branch operations. Apply your leadership and teamwork skills in a fast-paced setting.