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Intern, Investor Center - Woodland Hills, CA

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Fidelity Investments

Nov 25, 2023

Applications are closed

  • Internship
    Full-time
    Off-cycle Internship
  • Banking & Finance
  • San Francisco, +7

Requirements

  • The Expertise We’re Looking For:
  • 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
  • The Skills You Bring:
  • 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 The Value You Deliver
  • As one of the first points of contacts in the branch:
  • 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

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.
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Fidelity Investments

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