About the role#
As a Branch Intern, you work directly with financial professionals at a Fidelity Investor Center. You will gain exposure to personal investing and financial planning while building your communication and relationship skills. This is a 10-week, full-time summer internship running from June 7, 2027, through August 13, 2027. You will participate in professional development programs, networking events, and direct mentorship throughout the summer.
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 ideas and take an active role in supporting branch initiatives.
What you'll need#
- You are an undergraduate student in your junior year.
- You have a clear interest in investing and wealth management.
- Previous experience in customer service, retail, sales, or banking.
- Leadership experience through involvement in student organizations.
- A professional demeanor and strong collaborative problem-solving skills.
- A basic understanding of the current market, economy, and economic trends.
- The ability to promote customer loyalty.
Location & details#
- This position is based on-site in Berkeley, California.
- This is a paid, full-time internship.
- 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.
