About the role#
As an intern at a Fidelity Investor Center, you will work alongside financial professionals to support the client experience. You will gain exposure to personal investing and financial planning while building business, communication, and relationship-building skills. This is a full-time, 10-week summer internship where you will contribute to business-critical initiatives and receive coaching from branch professionals.
What you'll do#
- Provide customer service and assist with a range of investment products and services.
- Collaborate with team members to solve business challenges and identify process improvements.
- Participate in professional development programs, networking events, and learning opportunities.
- Bring fresh perspectives to help enhance client and business outcomes.
- Take an active role in supporting branch initiatives.
What you'll need#
- Current undergraduate student in your junior year.
- Interest in investing and wealth management.
- Experience in customer service, retail, sales, or banking.
- Leadership experience and involvement in student organizations.
- Professional demeanor and collaborative problem-solving skills.
- Basic understanding of the current market, economy, and economic trends.
- Ability to promote customer loyalty and provide an outstanding customer experience.
Location & details#
- Location: Plano, Texas.
- Term: Summer 2027 (June 7, 2027 to August 13, 2027).
- Modality: This position is 100% on-site.
- Compensation: This is a paid, full-time internship.
- Note: Immigration sponsorship is not provided 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.
