About the role#
As a Branch Intern, you work directly with financial professionals at an Investor Center. You provide customer service, assist with investment products, and learn about personal investing and financial planning. You will participate in work assignments designed to build your knowledge of the financial services industry while developing communication and relationship-building skills. You are expected to collaborate with your team to address business challenges and identify ways to improve processes.
What you'll do#
- Provide customer service and support business-critical initiatives.
- Assist with investment products and services.
- Collaborate with team members to solve business challenges.
- Identify opportunities for process improvements.
- Participate in professional development programs, networking events, and learning opportunities.
- Receive coaching and mentorship from branch professionals.
What you'll need#
- You are an undergraduate student currently in your junior year of college.
- You have an interest in investing and wealth management.
- You bring experience in customer service, retail, sales, or banking.
- You have leadership experience through student organizations.
- You possess a professional demeanor and collaborative problem-solving skills.
- You have a basic understanding of the current market, the economy, and economic trends.
- You can promote customer loyalty while providing an outstanding experience.
Location & details#
- This is a full-time, paid 10-week summer internship.
- The program runs from June 7, 2027, to August 13, 2027.
- The role is located on-site at the Investor Center in Houston, Texas.
- Fidelity does not provide immigration sponsorship 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.
