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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 valuable 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 exploring a future career in financial planning or wealth management.
Responsibilities
- Provide exceptional customer service.
- Assist with a broad range of investment products and services.
- 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.
- Contribute ideas, ask questions, and take an active role in supporting branch initiatives.
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.
Skills
- Customer service
- Investment products and services
- Financial planning
- Wealth management
- Business communication
- Relationship-building
- Problem-solving
- Market analysis
Location
- On-site at the Investor Center location
Work Type
- Full-time
- Internship
Experience Level
- Internship
Education Level
- Undergraduate students in their junior year of college
Salary/Compensations
- $20 - $32 per hour
Benefits
- Ongoing coaching and mentorship
- Professional development programs
- Networking events
- Learning opportunities
- Connection with fellow FIDTERNs and professionals across the organization
About the Company
- Fidelity is a financial services company.
- The FIDTERN Program offers interns hands-on experience supporting business-critical initiatives.
- Fidelity's business is governed by various securities and investment laws and regulations.
Equal Opportunity
- Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.