About the role#
As a Branch Intern at a Fidelity Investor Center, you will work directly with financial professionals to support the client experience. This role provides exposure to personal investing and financial planning while you build your business and communication skills. You will be part of the FIDTERN Program, which includes coaching, mentorship, and professional development events.
What you'll do#
- Provide customer service and assist with investment products and services.
- Collaborate with team members to solve business challenges.
- Identify ways to improve internal processes.
- Support business-critical initiatives.
- Participate in networking and learning opportunities to deepen your understanding of the financial services industry.
What you'll need#
- Current enrollment as a junior in an undergraduate program, with a major in Business Administration, Finance, or Economics.
- An interest in wealth management and investing.
- Previous experience in retail, sales, banking, or customer service.
- Demonstrated leadership through student organizations.
- A professional demeanor and the ability to solve problems collaboratively.
- A basic understanding of current economic trends and the market.
- An ability to foster customer loyalty.
Location & details#
- Location: Boca Raton, Florida.
- Term: Summer 2027 (June 7, 2027, to August 13, 2027).
- Modality: This is a full-time, on-site position.
- 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.
