Intern, Investor Center - Plano, TX

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

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.