Intern, Investor Center - Louisville, KY

About the role

As a Branch Intern you will play a key role in the client experience at a Fidelity Investor Center. Working alongside expert financial professionals, you will provide exceptional customer service, assist with a broad range of investment products and services, and gain valuable exposure to personal investing and financial planning. Throughout the 10‑week internship you will take on significant work assignments designed to strengthen your knowledge of the financial services industry while developing critical business, communication, and relationship‑building skills. You will collaborate with team members to address business challenges, identify opportunities for process improvements, and bring fresh perspectives that enhance both client and business outcomes.

This internship is ideal for students who thrive in a fast‑paced, customer‑focused environment and are interested in exploring a future career in financial planning or wealth management.

Note: Fidelity will not provide immigration sponsorship for this position.

Responsibilities

• Deliver outstanding customer service to individuals and families visiting the Investor Center.
• Assist clients with a variety of investment products and services.
• Support business‑critical initiatives and branch projects through the FIDTERN Program.
• Identify and propose process‑improvement opportunities.
• Participate in professional development programs, networking events, and learning opportunities.
• Collaborate with branch professionals to address business challenges and enhance client outcomes.

Requirements

• Undergraduate student in the 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.

Skills

• Strong communication and relationship‑building abilities.
• Analytical thinking and curiosity about financial markets.
• Team‑oriented mindset with a focus on collaboration.
• Adaptability in a fast‑paced environment.
• Commitment to continuous learning and professional growth.

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.