About the role#
As a Branch Intern, you will work within a Fidelity Investor Center to support the client experience. You will work alongside financial professionals to assist with various investment products and services. This is a 10-week, full-time summer internship running from June 7, 2027, through August 13, 2027. You will gain exposure to personal investing and financial planning while building your communication and relationship-building skills.
What you'll do#
- Provide customer service to clients.
- Assist with a broad range of investment products and services.
- Collaborate with team members to address business challenges.
- Identify opportunities for process improvements.
- Participate in significant work assignments.
- Engage in professional development programs, networking events, and learning opportunities.
What you'll need#
- You are currently a junior in your undergraduate studies.
- You have an interest in investing and wealth management.
- You have experience in customer service, retail, sales, or banking.
- You have leadership experience or involvement in student organizations.
- You possess a professional demeanor and collaborative problem-solving skills.
- You have a basic understanding of the current market, economy, and economic trends.
- You have the ability to promote customer loyalty while providing a positive experience.
Location & details#
- This position is located in Burlingame, California.
- This is an on-site role.
- The internship is full-time for the summer of 2027.
- Immigration sponsorship is not provided 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.
