Intern, Investor Center - Woodland Hills, CA
About The Position
The Branch Intern supports the client experience at a Fidelity Investor Center by working alongside financial professionals to provide customer service and assist with investment products and services. The internship offers exposure to personal investing and financial planning, with work assignments intended to build knowledge of the financial services industry and develop business, communication, and relationship-building skills. Interns collaborate with team members to address business challenges, identify process improvements, and contribute ideas that can improve client and business outcomes. This is a 10-week, full-time summer internship running June 7, 2027 through August 13, 2027, based on-site at the Investor Center location. Through Fidelity’s FIDTERN Program, interns support business-critical initiatives and receive coaching and mentorship from managers and branch professionals. The program also includes professional development programs, networking events, and other learning opportunities. The intern joins a collaborative, customer-focused branch team that helps individuals and families pursue long-term financial goals through personalized guidance, service, and financial solutions. Interns are integrated into the team and encouraged to contribute ideas, ask questions, and support branch initiatives. They can also connect with fellow FIDTERNs and Fidelity professionals through in-person and virtual experiences.
Requirements
- Be an undergraduate student in the junior year of college.
- Have an interest in investing and wealth management.
- Have experience in customer service, retail, sales, or banking.
- Have leadership experience and involvement in student organizations.
- Demonstrate a professional demeanor and collaborative problem-solving skills.
- Have a basic understanding of current markets, the economy, and economic trends.
- Be able to promote customer loyalty while providing an outstanding customer experience.
Responsibilities
- Provide exceptional customer service at a Fidelity Investor Center.
- Assist with a broad range of investment products and services.
- Complete significant work assignments supporting business-critical initiatives and developing financial-services industry knowledge.
- Collaborate with team members to address business challenges and identify opportunities for process improvements.
- Contribute ideas and support branch initiatives to improve client and business outcomes.
- Participate in professional development, networking, and learning opportunities.
Benefits
- Ongoing coaching and mentorship from managers and branch professionals.
- Professional development programs, networking events, and learning opportunities.
- Opportunities to build a professional network and gain insight into Fidelity’s culture and career opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
No Education Listed
