Intern, Investor Center - Tampa, FL

Fidelity • Tampa, FL

9d • Onsite

About The Position

The Branch Intern supports the client experience at a Fidelity Investor Center, working alongside financial professionals to provide customer service and assist with investment products and services. The 10-week, full-time summer internship provides exposure to personal investing, financial planning, and the financial services industry through significant work assignments and business-critical initiatives. Interns collaborate with team members to address business challenges, identify process improvements, and contribute ideas that support client and business outcomes.

Through Fidelity's FIDTERN Program, interns receive ongoing coaching and mentorship from managers and branch professionals and take part in professional development programs, networking events, and learning opportunities. The position is based on-site at an Investor Center in Tampa, Florida, and is scheduled to run from June 7, 2027, to August 13, 2027. The intern joins a collaborative, customer-focused team serving individuals and families, and can connect with other interns and 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.
• 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.

Nice To Haves

• Experience in customer service, retail, sales, or banking.
• Leadership experience and involvement in student organizations.

Responsibilities

• Provide exceptional customer service and support the client experience at a Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Complete significant work assignments and support business-critical initiatives.
• Collaborate with team members to address business challenges and identify opportunities for process improvements.
• Contribute ideas and support branch initiatives to enhance client and business outcomes.
• Participate in professional development programs, networking events, and learning opportunities.

Benefits

• Ongoing coaching and mentorship from managers and branch professionals.
• Professional development programs, networking events, and learning opportunities.
• Hands-on experience supporting business-critical initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed