Intern, Investor Center - The Woodlands, TX
Fidelity Investments · Spring, TX · 1 mo ago
On-siteBusiness DevelopmentInternship
About the role
As a Branch Intern, you play a key role in the client experience at a Fidelity Investor Center, working alongside expert financial professionals to provide exceptional customer service, assist with a broad range of investment products and services, and gain valuable exposure to personal investing and financial planning.
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 that 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 that enhance client and business outcomes
- Support branch initiatives and contribute ideas
Qualifications
Undergraduate students in your junior year of college.
Skills
- 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
Benefits
- Hands‑on experience supporting business‑critical initiatives through the FIDTERN Program
- Ongoing coaching and mentorship from managers and branch professionals
- Professional development programs, networking events, and learning opportunities
- Career growth support and deeper understanding of Fidelity’s business and culture
Schedule
10‑week, full‑time summer internship running annually from June 7 2027 to August 13 2027. Position is based on‑site at the Investor Center location. Fidelity is transitioning to a full‑time onsite working model; this role requires onsite presence as part of that rollout.