Wealth & Client Services Intern – Investor Center (Summer)

Fidelity Investments Inc.; Cincinnati (OH); On-site; USD 28,000 - 34,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Branch Intern to support client experiences at an Investor Center. You will work with financial professionals, help with investment products, and gain exposure to personal investing and planning.

The role emphasizes customer service, collaboration, and a fast-paced environment. This 10-week, full-time summer internship runs June 7, 2027 – August 13, 2027 and is based on-site at the Investor Center location.

Qualifications

• Undergrad student in junior year; pursuing finance-related studies.
• Interest in investing and wealth management; eagerness to learn.

Responsibilities

• Provide exceptional customer service in a Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Collaborate with team to identify process improvements and support branch initiatives.

Skills

Undergraduate status

Interest in investing

Customer service

Leadership experience

Professional demeanor

Market awareness

Relationship-building

Education

Undergraduate student (junior year)

Job description

Fidelity Investments Inc. is seeking a Branch Intern to support client experiences at an Investor Center. You will work with financial professionals, help with investment products, and gain exposure to personal investing and planning.

The role emphasizes customer service, collaboration, and a fast-paced environment. This 10-week, full-time summer internship runs June 7, 2027 – August 13, 2027 and is based on-site at the Investor Center location.