Branch Intern: Hands-On Client Service & Investing

Fidelity Investments; Perrysburg (OH); On-site; USD 25,000 - 36,000; Full time

Job summary

Fidelity Investments is seeking a Branch Intern to support client experience at an Investor Center. You will work with financial professionals, deliver outstanding 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 – August 13, 2027, on-site. Through the FIDTERN program, you will receive coaching, mentorship, and professional development opportunities to advance your career in

Qualifications

• Undergraduate student in your junior year.
• 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 the current market, economy and economic trends.
• Ability to promote customer loyalty while providing outstanding customer experience.

Responsibilities

• Join a collaborative, customer-focused team delivering guidance and service.
• Collaborate with branch initiatives and share ideas to improve client outcomes.

Skills

Customer service

Leadership

Investing interest

Professional demeanor

Problem solving

Market awareness

Team collaboration

Education

Undergraduate student (junior year)

Job description

Fidelity Investments is seeking a Branch Intern to support client experience at an Investor Center. You will work with financial professionals, deliver outstanding 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 – August 13, 2027, on-site. Through the FIDTERN program, you will receive coaching, mentorship, and professional development opportunities to advance your career in