Investor Center Intern: Hands-On Wealth & Client Care

Fidelity Investments Inc.; South Bend (IN); On-site; USD 8,000 - 10,000; Full time

Job summary

Fidelity Investments seeks a Branch Intern to enhance client experience at a Fidelity Investor Center. You will work with financial professionals to support customer service, learn about investment products, and participate in hands-on projects aimed at improving business outcomes.

The 10-week, full-time summer internship runs June 7, 2027 to August 13, 2027 onsite at the Investor Center. Fidelity’s FIDTERN program offers coaching, networking, and professional development opportunities.

Qualifications

• Undergraduate students in their junior year.
• 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 trends.
• Ability to promote customer loyalty while providing outstanding customer experience.

Responsibilities

• Support client experience at Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Collaborate with team to address business challenges and improve processes.
• Participate in professional development programs and networking events.
• Contribute ideas and take an active role in branch initiatives.

Skills

Junior year student

Interest in investing

Customer service experience

Leadership in student organizations

Professional demeanor

Market awareness

Customer loyalty focus

Job description

Fidelity Investments seeks a Branch Intern to enhance client experience at a Fidelity Investor Center. You will work with financial professionals to support customer service, learn about investment products, and participate in hands-on projects aimed at improving business outcomes.

The 10-week, full-time summer internship runs June 7, 2027 to August 13, 2027 onsite at the Investor Center. Fidelity’s FIDTERN program offers coaching, networking, and professional development opportunities.