Summer Intern, Investor Center: Wealth & Client Experience

Fidelity Investments; Cary (NC); On-site; USD 25,000 - 36,000; Full time

Job summary

Fidelity is offering a Branch Intern role at an Investor Center to gain hands-on customer service experience in a fast-paced financial environment. You will assist with a range of investment products and work with professionals to support client needs and branch initiatives.

The 10-week, full-time program runs June 7, 2027 to August 13, 2027, onsite at the Investor Center. Interns receive coaching, mentorship, and access to professional development events designed to build skills in finance and

Qualifications

• Undergraduate student in junior year seeking exposure to investing and wealth management.
• Experience in customer service, retail, sales or banking is preferred.

Responsibilities

• Assist clients with a broad range of investment products and services.
• Collaborate with branch team to address business challenges and identify process improvements.
• Participate in professional development programs and mentorship opportunities.
• Support ongoing client experiences and foster loyalty.

Skills

Customer service

Sales experience

Leadership in clubs

Professional demeanor

Problem-solving

Market knowledge

Education

Undergraduate student (junior year)

Job description

Fidelity is offering a Branch Intern role at an Investor Center to gain hands-on customer service experience in a fast-paced financial environment. You will assist with a range of investment products and work with professionals to support client needs and branch initiatives.

The 10-week, full-time program runs June 7, 2027 to August 13, 2027, onsite at the Investor Center. Interns receive coaching, mentorship, and access to professional development events designed to build skills in finance and