Branch Intern: Client Service & Wealth Management

Fidelity Investments; Germantown (TN); On-site; USD 25,000 - 30,000; Full time

Job summary

Fidelity Investments is seeking a Branch Intern to support the client experience at an Investor Center. You will work alongside financial professionals, assisting with a broad range of investment products and services while developing skills in personal investing and financial planning.

The 10-week, full-time summer internship runs June 7, 2027 through August 13, 2027 and is based on-site. Interns participate in the FIDTERN program with coaching, mentorship, and professional development

Qualifications

• Undergraduate student in 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.
• Professional demeanor & collaborative problem-solving skills.
• Basic understanding of current market, economy and trends.
• Ability to promote customer loyalty while delivering outstanding customer experience.

Responsibilities

• Support branch initiatives and collaborate with team to enhance client service.
• Assist with a broad range of investment products and services to clients.
• Gain exposure to personal investing and financial planning through hands-on tasks.

Skills

Customer service

Sales experience

Leadership

Problem solving

Professionalism

Market awareness

Customer loyalty

Education

Junior year undergraduate

Job description

Fidelity Investments is seeking a Branch Intern to support the client experience at an Investor Center. You will work alongside financial professionals, assisting with a broad range of investment products and services while developing skills in personal investing and financial planning.

The 10-week, full-time summer internship runs June 7, 2027 through August 13, 2027 and is based on-site. Interns participate in the FIDTERN program with coaching, mentorship, and professional development