Intern, Investor Center - Naperville, IL

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 to provide exceptional customer service, assist with a broad range of investment products and services, and gain valuable exposure to personal investing and financial planning. You will participate in significant work assignments that strengthen your knowledge of the financial services industry while developing critical business, communication, and relationship‑building skills. Collaborating with team members, you will address business challenges, identify opportunities for process improvements, and bring fresh perspectives that enhance both client and business outcomes. The role 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. Interns are fully integrated into a collaborative, customer‑focused team dedicated to helping individuals and families achieve their long‑term financial goals, and are encouraged to contribute ideas, ask questions, and take an active role in supporting branch initiatives.

Responsibilities

• Provide exceptional customer service
• Assist with a broad range of investment products and services
• Gain valuable exposure to personal investing and financial planning
• Participate in significant work assignments to strengthen knowledge of the financial services industry and develop business, communication, and relationship‑building skills
• Collaborate with team members to address business challenges and identify opportunities for process improvements
• Bring fresh perspectives that help enhance client and business outcomes
• Support branch initiatives

Requirements

• Undergraduate students in your 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 & 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

• Professional development programs
• Networking events
• Learning opportunities
• Ongoing coaching and mentorship from managers and branch professionals

Pay

The base salary range for this position is $20 – $32 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

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.