Intern, Investor Center- Milwaukee, WI

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. The internship includes 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 position 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.

Responsibilities

• Deliver outstanding customer service to individuals and families visiting the Investor Center.
• Assist clients with a variety of investment products and services.
• Participate in business‑critical initiatives and process‑improvement projects.
• Collaborate with branch professionals to solve business challenges and generate ideas.
• Engage in professional development programs, networking events, and learning opportunities through Fidelity’s FIDTERN Program.
• Contribute ideas, ask questions, and support branch initiatives as an integrated team member.

Requirements

• Undergraduate student in the junior year of college.
• Interest in investing, wealth management, and personal finance.
• Experience in customer service, retail, sales, or banking.
• Leadership experience and involvement in student organizations.
• Eligibility to work in the United States without immigration sponsorship.

Skills

• Professional demeanor and collaborative problem‑solving abilities.
• Basic understanding of current market conditions, the economy, and economic trends.
• Ability to promote customer loyalty while providing an outstanding client experience.

Schedule

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