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Intern, Investor Center - Houston, TX

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Sales & Business Development
    Banking & Finance
  • Houston

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
  • Your professional demeanor & collaborative problem-solving skills
  • Basic understanding of the current market, economy and economic trends
  • Ability to promote customer loyalty while providing an extraordinary customer experience

Responsibilities

  • As Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning.
  • Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.
  • You assist financial professionals with providing a full range of investment products and services
  • You collaborate with team members to bring a fresh perspective to help solve business challenges
  • You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry
  • By identifying new opportunities for enhancements, you help think about our business and our customers in a different way

FAQs

What is the duration of the internship program?

The Summer 2025 internship assignment runs from June 2 to August 8, 2025.

Is this a remote internship?

No, this is not a remote internship assignment; it requires in-person participation approximately three days or more per week.

Who is eligible to apply for this internship?

Undergraduate students in their junior year of college who will return to coursework after their Summer 2025 internship can apply.

What kind of experience should applicants have?

Applicants should have an interest in investing and wealth management, along with experience in customer service, retail, sales, or banking.

Will interns receive support during their internship?

Yes, interns are supported by a direct manager and team throughout the summer.

What type of activities are included in the FIDTERN Summer Series?

The series includes a mix of in-person and virtual events such as webinars on career development, financial literacy, community service activities, and networking events.

Is prior financial knowledge required for this internship?

While a basic understanding of the current market, economy, and economic trends is helpful, prior financial knowledge is not explicitly required.

What skills are desirable for intern candidates?

Candidates should possess a professional demeanor, collaborative problem-solving skills, and the ability to promote customer loyalty while providing an extraordinary customer experience.

What is the purpose of the role as a Branch Intern?

The Branch Intern will provide customer service support to clients and grow their knowledge in personal investing and financial planning while working alongside financial professionals.

Does Fidelity Investments value diversity and inclusion?

Yes, Fidelity Investments is committed to creating a diverse and inclusive workplace that respects and values associates for their unique perspectives and experiences.

Finance
Industry
10,001+
Employees
1946
Founded Year

Mission & Purpose

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

Benefits

  • Commuter benefit program

  • Dependent care flexible spending (FSA)

  • Mental health resources

  • Discount programs for employees

  • Maternity & parental leave

  • On-site health & wellness centers

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