Onsite Investor Center Intern - Client Experience

Fidelity Investments Inc.; Dayton (OH); On-site; USD 25,000 - 34,000; Full time

Job summary

Fidelity Investments Inc. seeks a Branch Intern to support client experience at the Fidelity Investor Center. You will work with financial professionals, delivering exceptional service and gaining exposure to investments and financial planning.

The 10-week, full-time summer internship runs June 7, 2027 – August 13, 2027, onsite. You’ll join the FIDTERN program, receive coaching, and participate in development, networking, and cultural learning opportunities.

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 at Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Collaborate with team to address business challenges and identify improvements.
• Support branch initiatives and participate in professional development activities.
• Engage in networking and mentorship opportunities within Fidelity.

Skills

Customer service

Investment interest

Leadership experience

Student organizations

Professional demeanor

Market awareness

Relationship building

Education

Pursuing Bachelor's degree

Job description

Fidelity Investments Inc. seeks a Branch Intern to support client experience at the Fidelity Investor Center. You will work with financial professionals, delivering exceptional service and gaining exposure to investments and financial planning.

The 10-week, full-time summer internship runs June 7, 2027 – August 13, 2027, onsite. You’ll join the FIDTERN program, receive coaching, and participate in development, networking, and cultural learning opportunities.