About the role#
As a Branch Intern, you work within an Investor Center to support the client experience. You will work alongside financial professionals to provide customer service and assist with a range of investment products and services. This internship offers exposure to personal investing and financial planning while helping you build business, communication, and relationship skills.
What you'll do#
- Provide customer service and assist with investment products and services.
- Participate in work assignments to build knowledge of the financial services industry.
- Collaborate with team members to address business challenges and identify process improvements.
- Support branch initiatives and contribute ideas to help business outcomes.
- Participate in professional development programs, networking events, and learning opportunities.
What you'll need#
- Current undergraduate status in your junior year.
- Interest in investing and wealth management.
- Background in customer service, retail, sales, or banking.
- Experience in leadership roles or involvement in student organizations.
- Professional demeanor and collaborative problem-solving skills.
- Knowledge of the current market, economy, and economic trends.
- Ability to promote customer loyalty while providing a positive experience.
Location & details#
- Location: Irvine, California.
- Term: Summer 2027 (June 7, 2027, to August 13, 2027).
- Modality: Full-time, on-site.
- Compensation: Paid internship ($20 - $32 per hour).
- Note: Immigration sponsorship is not provided for this position.
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.
