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About the Role
As a Branch Intern, you will play a key role in the client experience at a Fidelity Investor Center. You will provide exceptional customer service, assist with investment products and services, and gain exposure to personal investing and financial planning. This 10-week, full-time summer internship runs annually from June 7th, 2027 through August 13th, 2027, and is based on-site. Through the FIDTERN Program, interns receive coaching and mentorship, participate in professional development, and attend networking events.
Responsibilities
- Provide exceptional customer service.
- Assist with a broad range of investment products and services.
- Collaborate with team members to address business challenges.
- Identify opportunities for process improvements.
- Bring fresh perspectives to enhance client and business outcomes.
- Support business-critical initiatives.
- Contribute ideas, ask questions, and take an active role in supporting branch initiatives.
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.
- Basic understanding of the current market, economy and economic trends.
- Fidelity will not provide immigration sponsorship for this position.
- Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Skills
- Professional demeanor
- Collaborative problem-solving skills
- Ability to promote customer loyalty while providing outstanding customer experience
Location
- On-site
Work Type
- Full-time
- Internship
Experience Level
- Internship
Education Level
- Undergraduate students in your junior year of college
Salary/Compensations
- $20 - $32 per hour
Benefits
- Ongoing coaching and mentorship
- Professional development programs
- Networking events
- Learning opportunities
About the Company
- Fidelity Investor Centers focus on the client experience.
- The Branch Intern will join a collaborative, customer-focused team dedicated to helping individuals and families achieve their long-term financial goals.
- The Investor Center team partners closely to deliver personalized guidance, exceptional service, and innovative financial solutions to clients.
- As part of Fidelity's broader intern community, you will have the opportunity to connect with fellow FIDTERNs and professionals across the organization through a variety of in-person and virtual experiences.
- The team values curiosity, collaboration, accountability, and continuous learning, creating an environment where interns can build meaningful relationships, expand their professional network, and gain firsthand insight into the culture and career opportunities available at Fidelity.
Equal Opportunity
- Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.