Investing Center Intern: Client Experience & Finance

Fidelity Investments Inc.; Boca Raton (FL); On-site; USD 25,000 - 30,000; Full time

Job summary

Fidelity Investments Inc. seeks a Branch Intern to support client experiences at an Investor Center. You will work with financial professionals, provide attentive service, and gain exposure to personal investing and financial planning.

This is a 10-week, full-time summer internship running annually from June 7, 2027 to August 13, 2027. The position is on-site at the Investor Center and includes hands-on experience with business-critical initiatives and mentorship from branch professionals.

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 and assist with a broad range of investment products and services.
• Collaborate with team members to address business challenges and identify opportunities for process improvements.
• Participate in Fidelity's FIDTERN program and engage in development programs, networking events, and mentorship.

Skills

Investing interest

Customer service

Leadership

Team collaboration

Problem-solving

Market understanding

Communication

Job description

Fidelity Investments Inc. seeks a Branch Intern to support client experiences at an Investor Center. You will work with financial professionals, provide attentive service, and gain exposure to personal investing and financial planning.

This is a 10-week, full-time summer internship running annually from June 7, 2027 to August 13, 2027. The position is on-site at the Investor Center and includes hands-on experience with business-critical initiatives and mentorship from branch professionals.