Investor Center Intern — Wealth & Client Experience

Fidelity Investments; Farragut (TN); On-site; USD 25,000 - 34,000; Full time

Job summary

Fidelity Investments seeks a Branch Intern to enhance client experiences at an Investor Center. You will assist with investment products, deliver excellent service, and learn personal investing and financial planning alongside seasoned professionals.

The 10-week, full-time summer program runs June 7, 2027 to August 13, 2027 on-site. Interns gain coaching, mentorship, and exposure to career opportunities within Fidelity.

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 market trends and economic indicators.
• Ability to promote customer loyalty while delivering exceptional service.

Responsibilities

• Support client experience at Fidelity Investor Center and assist with a broad range of investment products.
• Collaborate with team members to address business challenges and improve processes.
• Participate in Fidelity's FIDTERN program and professional development activities.

Skills

Customer service

Team leadership

Professional demeanor

Investing interest

Communication

Relationship-building

Problem solving

Education

Undergraduate student (junior year)

Job description

Fidelity Investments seeks a Branch Intern to enhance client experiences at an Investor Center. You will assist with investment products, deliver excellent service, and learn personal investing and financial planning alongside seasoned professionals.

The 10-week, full-time summer program runs June 7, 2027 to August 13, 2027 on-site. Interns gain coaching, mentorship, and exposure to career opportunities within Fidelity.