Intern, Investor Center - Alpharetta, GA

Fidelity Investments • Alpharetta, GA

1d • 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 internship offers exposure to personal investing and financial planning through significant work assignments designed 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-improvement opportunities, and contribute ideas that support client and business outcomes.

This is a 10-week, full-time summer internship scheduled to run annually from June 7, 2027, through August 13, 2027. The role is based on-site at an Investor Center in Alpharetta, Georgia. Through Fidelity’s FIDTERN Program, interns support business-critical initiatives and receive coaching and mentorship from managers and branch professionals. They also participate in professional development programs, networking events, 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. They can also connect with other FIDTERNs and professionals across Fidelity through in-person and virtual experiences.

Fidelity will not provide immigration sponsorship for this position. The posting notes that Fidelity is transitioning to a full-time onsite working model through a phased rollout; this role is based on-site.

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

• Support the client experience at a Fidelity Investor Center.
• Provide customer service and 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 process-improvement opportunities.
• Contribute ideas to help improve client and business outcomes and support branch initiatives.
• Participate in professional development programs, networking events, and learning opportunities.

What This Job Offers

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