Intern, Investor Center - Madison, WI

About the role

As a Branch Intern, you 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.

Responsibilities

• Provide exceptional customer service and assist with investment products and services
• Participate in significant work assignments that strengthen knowledge of the financial services industry
• Develop critical business, communication, and relationship‑building skills
• Collaborate with team members to address business challenges and identify process improvements
• Bring fresh perspectives that enhance client and business outcomes
• Join professional development programs, networking events, and learning opportunities

Qualifications

Undergraduate students in your junior year of college

Skills

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

Benefits

• Hands‑on experience supporting business‑critical initiatives
• Ongoing coaching and mentorship from managers and branch professionals
• Professional development programs, networking events, and learning opportunities
• Career growth support and deeper understanding of Fidelity’s business and culture

Schedule

This is a 10‑week, full‑time summer internship running annually from June 7th, 2027 to August 13th, 2027. The position is based on‑site at the Investor Center location. Fidelity is transitioning to a full‑time onsite working model through a phased rollout; currently some roles and locations require 100% onsite presence while others require less, and onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.