Intern, Investor Center - Cary, NC

Fidelity Investments•Cary, NC
•Onsite

About The Position

As a Branch Intern, you contribute to the client experience at a Fidelity Investor Center. You will work with financial professionals to provide customer service, assist with investment products and services, and gain exposure to personal investing and financial planning. The internship includes significant work assignments intended to build financial-services knowledge and develop 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 from June 7, 2027, through August 13, 2027. The position is based onsite at the Investor Center location. Through Fidelity's FIDTERN Program, interns receive coaching and mentorship from managers and branch professionals, participate in professional development, and attend networking and learning opportunities. The intern joins a collaborative, customer-focused branch team that helps individuals and families pursue long-term financial goals. Interns are integrated into the team and encouraged to contribute ideas, ask questions, and support branch initiatives. Interns can also connect with fellow FIDTERNs and professionals across Fidelity 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.
  • Demonstrate 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 customer service and support the client experience at a Fidelity Investor Center.
  • Assist with a 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 improvement.
  • Support branch initiatives and contribute ideas to improve client and business outcomes.
  • Participate in professional development programs, networking events, and learning opportunities.
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