Wealth Management Intern, Investor Center

Fidelity Investments; Westlake (OH); On-site; USD 25,000 - 39,000; Full time

Job summary

Fidelity Investments in the United States is seeking a Branch Intern to join the Investor Center team for a 10-week, full-time summer internship. You will support client experiences, assist with a broad range of investment products and services, and gain exposure to personal investing and financial planning.

The program includes coaching, mentorship, professional development events, and collaboration with branch professionals.

Qualifications

• Undergraduate student in junior year with interest in investing and wealth management.
• Experience in customer service, retail, sales or banking.
• Leadership and involvement in student organizations.
• Professional demeanor with collaborative problem-solving skills.
• Basic understanding of current market, economy and trends.
• Ability to promote customer loyalty while delivering outstanding service.

Responsibilities

• Assist with a broad range of investment products and services.
• Provide exceptional customer service in a fast-paced environment.
• Gain exposure to personal investing and financial planning.
• Collaborate with team to address business challenges and improve processes.
• Participate in FIDTERN and professional development activities.
• Support branch initiatives and foster client relationships.

Skills

Customer service

Leadership

Professional demeanor

Communication skills

Investing interest

Market understanding

Education

Undergraduate student (junior year)

Job description

Fidelity Investments in the United States is seeking a Branch Intern to join the Investor Center team for a 10-week, full-time summer internship. You will support client experiences, assist with a broad range of investment products and services, and gain exposure to personal investing and financial planning.

The program includes coaching, mentorship, professional development events, and collaboration with branch professionals.