About the role#
As a Branch Intern, you will work within a Fidelity Investor Center to support the client experience. You will work alongside financial professionals to provide customer service and assist with various investment products. This is a full-time, 10-week summer internship where you will gain exposure to personal investing and financial planning. You will be fully integrated into the team, contributing ideas and supporting business-critical initiatives.
What you'll do#
- Provide exceptional customer service to clients.
- Assist with a broad range of investment products and services.
- Participate in significant work assignments to strengthen your knowledge of the financial services industry.
- Collaborate with team members to address business challenges.
- Identify opportunities for process improvements.
- Contribute fresh perspectives to enhance client and business outcomes.
- Participate in professional development programs and networking events.
What you'll need#
- You are an undergraduate student in your junior year of college.
- You have an interest in investing and wealth management.
- You possess experience in customer service, retail, sales, or banking.
- You have leadership experience and involvement in student organizations.
- You demonstrate a professional demeanor and collaborative problem-solving skills.
- You have a basic understanding of the current market, economy, and economic trends.
- You have the ability to promote customer loyalty.
Location & details#
- This position is located in Sacramento, California.
- The internship is on-site.
- The program runs from June 7, 2027, through August 13, 2027.
- This is a paid, full-time position.
- Fidelity does not provide immigration sponsorship for this role.
About Fidelity Investments
Fidelity Investments provides financial services to individuals, families, and businesses. The company manages assets including retirement accounts, brokerage services, and investment funds. Founded in 1946, the firm remains privately held. It operates from its headquarters in Boston and maintains a presence in the United States, Ireland, and India. The organization employs over 10,000 people and administers 15 trillion dollars in assets.
How to get in at Fidelity Investments
Applying early at Fidelity Investments helps you get noticed before the applicant pool grows too large. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you can be among the first to submit your materials. This timing gives you a distinct advantage in a competitive hiring process. You can also improve your response rates by reaching out to the recruiters behind these roles directly. Intern Insider surfaces the specific recruiters managing Fidelity Investments positions, allowing you to inquire about the role or request a referral. Connecting with the right person often makes the difference between a silent rejection and a conversation.
