Intern, Investor Center - Woodland Hills, CA

Fidelity • Woodland Hills, CA

5d • 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, with assignments intended to build knowledge of financial services and develop business, communication, and relationship-building skills. Interns 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 on-site at the Investor Center in Woodland Hills, California. Through Fidelity's FIDTERN Program, interns receive coaching and mentorship from managers and branch professionals and participate in professional development, networking, and learning opportunities.

The intern joins a collaborative, customer-focused Investor Center team that helps individuals and families work toward 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 fellow FIDTERNs and professionals across Fidelity through in-person and virtual experiences.

Requirements

• Be an undergraduate student in the junior year of college.
• Demonstrate 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 that build knowledge of the financial services industry.
• Collaborate with team members to address business challenges and identify process improvement opportunities.
• Contribute ideas and support branch initiatives to enhance client and business outcomes.

Benefits

• Ongoing coaching and mentorship from managers and branch professionals.
• Professional development programs, networking events, and learning opportunities.
• Opportunities to connect with fellow interns and professionals across the organization.

What This Job Offers

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