Branch Intern: Wealth & Customer Experience

Fidelity; United States; On-site; USD 22,000 - 33,000; Full time

Job summary

Fidelity is seeking a Branch Intern to enhance the client experience at an Investor Center. You will work with financial professionals to deliver outstanding service and gain exposure to personal investing and wealth management.

The 10-week, full-time internship runs from June 7th, 2027 to August 13th, 2027, onsite. The program includes coaching, mentorship, professional development, and involvement in Fidelity's FIDTERN intern community.

Qualifications

• Undergrad students in junior year seeking experience in investing and wealth management.
• Experience in customer service, retail, sales or banking is desirable.
• Leadership experience and involvement in student organizations are valued.
• Professional demeanor and collaborative problem solving are important.
• Basic understanding of current market trends and economic indicators is helpful.
• Ability to promote customer loyalty while delivering outstanding customer experience.

Responsibilities

• Assist with customer service at Fidelity Investor Center.
• Support a broad range of investment products and services.
• Participate in professional development programs and mentorship.
• Collaborate with team to identify process improvements and business opportunities.
• Contribute to a fast-paced, customer-focused internship experience.
• Engage in networking events and learning opportunities offered by Fidelity.

Skills

Customer service

Leadership

Communication

Professional demeanor

Industry interest

Problem-solving

Education

Undergraduate student

Junior year

Job description

Fidelity is seeking a Branch Intern to enhance the client experience at an Investor Center. You will work with financial professionals to deliver outstanding service and gain exposure to personal investing and wealth management.

The 10-week, full-time internship runs from June 7th, 2027 to August 13th, 2027, onsite. The program includes coaching, mentorship, professional development, and involvement in Fidelity's FIDTERN intern community.