Branch Intern: Elevate Client Experience & Wealth Basics

Fidelity Investments Inc.; Southlake (TX); On-site; USD 9,919,000 - 13,776,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Branch Intern to support client experience at an Investor Center. You will work with financial professionals, provide service, assist with investment products, and gain exposure to personal investing and financial planning.

This 10-week, full-time summer internship runs June 7, 2027 to August 13, 2027 and is on-site. Through Fidelity's FIDTERN Program, interns receive coaching, professional development, and networking opportunities, with mentors from branch

Qualifications

• 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.
• Professional demeanor and collaborative problem-solving skills.

Responsibilities

• Assist with customer service at Fidelity Investor Center.
• Support with a broad range of investment products and services.
• Collaborate with team to address business challenges and improve processes.

Skills

Customer service

Retail / Sales

Leadership

Communication skills

Team collaboration

Market awareness

Education

Junior year undergraduate

Job description

Fidelity Investments Inc. is seeking a Branch Intern to support client experience at an Investor Center. You will work with financial professionals, provide service, assist with investment products, and gain exposure to personal investing and financial planning.

This 10-week, full-time summer internship runs June 7, 2027 to August 13, 2027 and is on-site. Through Fidelity's FIDTERN Program, interns receive coaching, professional development, and networking opportunities, with mentors from branch