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Fidelity Investments

Manages investments and workplace retirement plans

Investor Center Intern

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Internship · Summer 2027Rochester, NY, USA$20 - $32 /hr

About the Job

Requirements

  • Be an undergraduate student in the junior year of college.
  • Have an interest in investing and wealth management.
  • Have experience in customer service, retail, sales, or banking.
  • Have leadership experience and involvement in student organizations.
  • Have a professional demeanor and collaborative problem-solving skills.
  • Have a basic understanding of the current market, economy, and economic trends.
  • Be able to promote customer loyalty while providing an outstanding customer experience.

Responsibilities

  • Provide customer service and assist with investment products and services at a Fidelity Investor Center.
  • Participate in work assignments that develop knowledge of the financial services industry.
  • Collaborate with team members to address business challenges and identify process improvement opportunities.
  • Support business-critical initiatives and branch activities.
  • Participate in professional development programs, networking events, and learning opportunities.

About the Company

Fidelity Investments

Manages investments and workplace retirement plans

Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$250.4B
Headquarters
Boston, MA
Founded
1946

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