Summer Branch Intern: Client Experience & Wealth

Fidelity Investments Inc.

United States

On-site

USD 28,000 - 34,000

Full time

9 days ago

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Benefits offered by this job

FIDTERN Program mentorship

Onsite internship

Professional development & networking

Job summary

Fidelity Investments is seeking a Branch Intern for a 10-week, full-time summer program at an Investor Center. You will assist with a broad range of investment products and services, delivering exceptional customer service and gaining exposure to personal investing and financial planning.

The program emphasizes development, mentorship, and collaboration within a fast-paced, client-focused environment. The internship runs June 7, 2027 to August 13, 2027, onsite, with participation in FIDTERN and

Qualifications

Undergrad junior year with interest in investing and wealth management.
Experience in customer service, retail, sales or banking.
Leadership and involvement in student organizations.
Professional demeanor and collaborative problem-solving skills.
Basic understanding of current market, economy and trends.
Ability to promote customer loyalty and provide outstanding experience.

Responsibilities

Assist with a broad range of investment products and services in the Investor Center.
Support client experience and help address business challenges with the team.
Participate in development programs, networking events, and mentored learning.
Contribute to process improvements and share fresh perspectives to improve client outcomes.