Intern, Investor Center - Lexington, KY

About the role

The Branch Intern plays a key role in the client experience at a Fidelity Investor Center. Working alongside expert financial professionals, the intern provides exceptional customer service, assists with a broad range of investment products and services, and gains exposure to personal investing and financial planning. The internship is a 10‑week, full‑time summer program (June 7 – August 13 2027) located on‑site at the Investor Center. Through Fidelity’s FIDTERN Program, interns support business‑critical initiatives and receive coaching, mentorship, professional development programs, networking events, and learning opportunities.

Responsibilities

• Deliver outstanding customer service and promote customer loyalty.
• Assist clients with investment products, services, and financial planning inquiries.
• Collaborate with branch team members to address business challenges and identify process‑improvement opportunities.
• Contribute fresh perspectives to enhance client and business outcomes.
• Support business‑critical initiatives as part of the FIDTERN Program.
• Participate in professional development programs, networking events, and learning sessions.
• Engage fully with the branch team, ask questions, and contribute ideas to branch initiatives.

Requirements

• Undergraduate student in junior year of college.
• Interest in investing and wealth management.
• Experience in customer service, retail, sales, or banking.
• Leadership experience and involvement in student organizations.
• Professional demeanor and collaborative problem‑solving skills.
• Basic understanding of current market, economy, and economic trends.
• Ability to promote customer loyalty while providing an outstanding customer experience.

Schedule

This is a full‑time, 10‑week summer internship running annually from June 7 2027 to August 13 2027. The position is based on‑site at the Investor Center location.