Intern, Investor Center - Upper East Side, NY

Fidelity•New York, NY

1d•Onsite

About The Position

As a Branch Intern at a Fidelity Investor Center, you will help deliver a positive client experience while working alongside financial professionals. You will provide customer service, assist with investment products and services, and gain exposure to personal investing and financial planning. The internship includes significant work assignments intended to build financial-services knowledge and develop business, communication, and relationship-building skills. You will collaborate with colleagues to address business challenges, identify process improvements, and contribute ideas that support client and business outcomes. This is a 10-week, full-time summer internship running annually from June 7 through August 13. The position is based on-site at the Investor Center. Through Fidelity’s FIDTERN Program, interns receive hands-on experience with business-critical initiatives, coaching and mentorship from managers and branch professionals, and access to professional development, networking, and learning opportunities. The Branch Intern joins a collaborative, customer-focused team that helps individuals and families work toward long-term financial goals. Interns are integrated into the team and encouraged to contribute ideas, ask questions, and support branch initiatives. Interns may also connect with other FIDTERNs and professionals across Fidelity through in-person and virtual experiences. Fidelity will not provide immigration sponsorship for this position.

Requirements

Be an undergraduate student in the junior year of college.
Have an interest in investing and wealth management.
Demonstrate a professional demeanor and collaborative problem-solving skills.
Have a basic understanding of current market conditions, the economy, and economic trends.
Be able to promote customer loyalty while providing an outstanding customer experience.

Nice To Haves

Experience in customer service, retail, sales, or banking.
Leadership experience and involvement in student organizations.

Responsibilities

Provide customer service and help deliver an exceptional client experience at a Fidelity Investor Center.
Assist with a broad range of investment products and services.
Complete significant work assignments and support business-critical initiatives.
Collaborate with team members to address business challenges and identify opportunities for process improvements.
Contribute ideas and support branch initiatives.