About the role#
As a Branch Intern, you work directly with financial professionals at an Investor Center. You will provide customer service and help with investment products and services. This role offers exposure to personal investing and financial planning. You will participate in work assignments to build your knowledge of the financial services industry while developing business, communication, and relationship-building skills.
What you'll do#
- Collaborate with team members to address business challenges.
- Identify opportunities for process improvements.
- Contribute ideas and support branch initiatives.
- Join professional development programs and networking events.
- Receive coaching and mentorship from managers and branch professionals.
What you'll need#
- Current undergraduate student in your junior year.
- Interest in investing and wealth management.
- Background in customer service, retail, sales, or banking.
- Leadership experience through student organizations.
- Professional demeanor and collaborative problem-solving skills.
- Basic understanding of the current market, economy, and economic trends.
- Ability to promote customer loyalty while providing a high-quality experience.
Location & details#
- Location: Charlotte, North Carolina.
- Term: Summer 2027 (June 7, 2027, to August 13, 2027).
- Modality: Full-time, on-site.
- Compensation: This is a paid internship.
- Note: Immigration sponsorship is not available 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.
