Branch Intern: Wealth Planning & Client Experience (Summer)

Fidelity Investments; Town of Florida (NY); On-site; USD 25,000 - 30,000; Full time

Job summary

Fidelity Investments is offering a 10-week, full-time Branch Intern program at an Investor Center. You will work closely with financial professionals to deliver exceptional customer service and gain hands-on exposure to investing and planning.

The program includes mentoring, professional development, and networking opportunities within Fidelity’s culture. The internship runs June 7, 2027 to August 13, 2027, on-site.

Qualifications

• Undergraduate student 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.
• Basic understanding of the current market, economy and economic trends.
• Ability to promote customer loyalty while providing outstanding customer experience.

Responsibilities

• Provide exceptional customer service at Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Gain exposure to personal investing and financial planning.
• Collaborate with team to address business challenges and improve processes.
• Contribute ideas and support branch initiatives to enhance client outcomes.

Skills

Junior-year student

Investing interest

Customer service experience

Leadership in student orgs

Professional demeanor

Market understanding

Customer loyalty capability

Job description

Fidelity Investments is offering a 10-week, full-time Branch Intern program at an Investor Center. You will work closely with financial professionals to deliver exceptional customer service and gain hands-on exposure to investing and planning.

The program includes mentoring, professional development, and networking opportunities within Fidelity’s culture. The internship runs June 7, 2027 to August 13, 2027, on-site.