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About the Role
As a Branch Intern, you will play a key role in the client experience at a Fidelity Investor Center. You will provide exceptional customer service, assist with investment products and services, and gain exposure to personal investing and financial planning. This internship offers significant work assignments to strengthen your knowledge of the financial services industry and develop critical business, communication, and relationship-building skills. You will collaborate with team members to address business challenges, identify process improvements, and enhance client and business outcomes. This role is ideal for students interested in a future career in financial planning or wealth management.
Responsibilities
- Provide exceptional customer service.
- Assist with a broad range of investment products and services.
- Gain exposure to personal investing and financial planning.
- Participate in significant work assignments to strengthen knowledge of the financial services industry.
- Develop critical business, communication, and relationship-building skills.
- Collaborate with team members to address business challenges.
- Identify opportunities for process improvements.
- Bring fresh perspectives to enhance client and business outcomes.
- Support business-critical initiatives.
- Participate in professional development programs, networking events, and learning opportunities.
Requirements
- 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.
- Fidelity will not provide immigration sponsorship for this position.
- Certain Criminal Histories may restrict hiring or association.
Skills
- Customer service
- Investment products and services
- Personal investing
- Financial planning
- Business skills
- Communication skills
- Relationship-building skills
- Problem-solving skills
- Market understanding
- Economic trends understanding
- Customer loyalty promotion
Location
- On-site at the Investor Center location
Work Type
- Full-time
- Internship
Experience Level
- Intern
Education Level
- Undergraduate students in your junior year of college
Salary/Compensations
- $20 - $32 per hour
Benefits
- Ongoing coaching and mentorship from managers and branch professionals.
- Professional development programs.
- Networking events.
- Learning opportunities.
About the Company
- Fidelity is a leading provider of investment management, retirement, and financial planning services.
Equal Opportunity
- Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.