Summer Investor Center Intern: Client Service & Wealth Insight

Notre Dame; Boston (MA); On-site; USD 28,000 - 44,000; Full time

Job summary

Fidelity is hiring for a 10-week summer internship at the Fidelity Investor Center in Boston. The program emphasizes hands-on customer service across investment products, helping you gain exposure to personal investing and financial planning.

Open to undergraduate juniors with leadership experience and an interest in wealth management. The role is on-site with mentorship, networking, and professional development opportunities through Fidelity’s FIDTERN program.

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 economic trends.

Responsibilities

• Provide exceptional customer service at a Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Gain exposure to personal investing and financial planning.
• Participate in significant work assignments to strengthen knowledge of the financial services industry.
• Develop business, communication, and relationship-building skills.
• Collaborate with team members to address business challenges and identify process improvements.
• Contribute fresh perspectives to enhance client and business outcomes.
• Work full-time for 10 weeks during the summer internship from June 7th, 2027 to August 13th, 2027 on-site at the Investor Center.
• Engage in Fidelity's FIDTERN Program with coaching, mentorship, professional development, networking, and learning opportunities.

Skills

Customer service

Leadership

Communication

Teamwork

Problem solving

Education

Junior-year undergraduate student

Job description

Fidelity is hiring for a 10-week summer internship at the Fidelity Investor Center in Boston. The program emphasizes hands-on customer service across investment products, helping you gain exposure to personal investing and financial planning.

Open to undergraduate juniors with leadership experience and an interest in wealth management. The role is on-site with mentorship, networking, and professional development opportunities through Fidelity’s FIDTERN program.