Intern, Investor Center - Cleveland West, OH

Fidelity Investments Inc.; Westlake (TX); On-site; USD 4,959,000 - 9,919,000; Full time

Benefits offered by this job

Mentorship

Networking events

Professional development

Job summary

Fidelity Investments offers a 10-week, full-time Branch Intern position at an Investor Center in Texas. You will provide exceptional customer service, assist with a broad range of investment products, and gain exposure to personal investing and financial planning.

Through the FIDTERN program, interns receive coaching, mentorship, and opportunities for professional development, networking, and practical business challenges.

Qualifications

• Undergraduate student in junior year.
• Interest in investing and wealth management.
• Experience in customer service or retail preferred.

Responsibilities

• Provide exceptional customer service at the Investor Center.
• Assist with a broad range of investment products and services.
• Participate in professional development and mentorship programs.

Skills

Customer service

Teamwork

Leadership

Problem solving

Communication

Investing awareness

Education

Undergraduate student (junior year)

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Branch Intern, you play a key role in the client experience at a Fidelity Investor Center. Working alongside expert financial professionals, you will provide exceptional customer service, assist with a broad range of investment products and services, and gain valuable exposure to personal investing and financial planning. Throughout the internship, you will participate in significant work assignments built to strengthen your knowledge of the financial services industry while developing critical business, communication, and relationship-building skills. You will collaborate with team members to address business challenges, identify opportunities for process improvements, and bring fresh perspectives that help enhance both client and business outcomes. This role is ideal for students who thrive in a fast-paced, customer-focused environment and are interested in exploring a future career in financial planning or wealth management.

This is a 10-week, full-time summer internship running annually from June 7th, 2027 - August 13th 2027. This position is based on-site at the Investor Center location.

Through Fidelity’s FIDTERN Program, interns will gain hands-on experience supporting business-critical initiatives while receiving ongoing coaching and mentorship from managers and branch professionals. In addition to daily tasks, interns will join professional development programs, networking events, and learning opportunities. These are built to support their career growth and deepen their understanding of Fidelity’s business and culture.

The Expertise and Skills You Bring

• 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 & collaborative problem-solving skills
• Basic understanding of the current market, economy and economic trends
• Ability to promote customer loyalty while providing outstanding customer experience

The Team

The Branch Intern will join a collaborative, customer-focused team dedicated to helping individuals and families achieve their long-term financial goals. The Investor Center team partners closely to deliver personalized guidance, exceptional service, and innovative financial solutions to clients at every stage of their financial journey. Interns are fully integrated into the team and encouraged to contribute ideas, ask questions, and take an active role in supporting branch initiatives.

As part of Fidelity’s broader intern community, you will have the opportunity to connect with fellow FIDTERNs and professionals across the organization through a variety of in-person and virtual experiences. The team values curiosity, collaboration, accountability, and continuous learning, creating an environment where interns can build meaningful relationships, expand their professional network, and gain firsthand insight into the culture and career opportunities available at Fidelity.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Administration

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.