Financial Planning Intern

4 weeks ago


Morristown, New Jersey, United States Fidelity TalentSource LLC Full time

Job Summary:

Fidelity Investments is seeking a highly motivated and detail-oriented Branch Intern to join our Investor Center team. As a Branch Intern, you will provide exceptional customer service support to clients who call or visit the branch, while also gaining valuable experience in personal investing and financial planning.

About the Role:

This is an exciting opportunity to work alongside financial professionals and be a key part of the client's experience at Fidelity. As a Branch Intern, you will:

  • Assist financial professionals with providing a full range of investment products and services
  • Collaborate with team members to bring a fresh perspective to help solve business challenges
  • Participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry
  • Help identify new opportunities for enhancements to think about our business and our customers in a different way

About Fidelity:

Fidelity is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

What We Offer:

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.

Requirements:

To be successful in this role, you'll need:

  • 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

What We're Looking For:

We're looking for dynamic, curious, innovative, conscientious, and collaborative individuals who believe in the true value of teamwork. If you're a current college student who will return to coursework after your summer internship has ended, we encourage you to apply.

How to Apply:

Visit fidelitycareers.com to learn more about this opportunity and apply today



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