Intern, Investor Center - Upper East Side, NY

Fidelity Investments•New York, NY
•$20 - $32•Onsite

About The Position

As a Branch Intern at a Fidelity Investor Center, you will help deliver the client experience while working alongside financial professionals. You will provide customer service, assist with investment products and services, and gain exposure to personal investing and financial planning. The internship includes substantial work assignments designed to build financial-services knowledge and strengthen business, communication, and relationship-building skills. You will collaborate with team members to address business challenges, identify process improvements, and contribute ideas that support client and business outcomes. This is a 10-week, full-time summer internship, running annually from June 7 through August 13. The position is based on-site at the Investor Center. 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, networking, and learning opportunities. The intern joins a collaborative, customer-focused team that helps individuals and families work toward long-term financial goals. Interns are integrated into the team and encouraged to contribute ideas and support branch initiatives. They can also connect with other FIDTERNs and Fidelity professionals through in-person and virtual experiences. Fidelity will not provide immigration sponsorship for this position. The base salary range is $20–$32 per hour; placement within the range depends on responsibilities and scope, geographic location, relevant experience, and other factors. The application window closes when the position is filled or unposted. Certain criminal histories may restrict Fidelity from hiring or associating with an individual due to applicable laws and regulations.

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 the current market, economy, and economic trends.
  • Be able to promote customer loyalty while providing an outstanding customer experience.

Responsibilities

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