Intern, Investor Center - Raleigh, NC

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. Throughout the internship, you will participate in significant work assignments built 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 help enhance both client and business outcomes. This 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. Note: Fidelity will not provide immigration sponsorship for this position.

Responsibilities

• Provide exceptional customer service to clients at a Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Participate in significant work assignments designed to strengthen knowledge of the financial services industry.
• Collaborate with team members to address business challenges and identify opportunities for process improvements.
• Bring fresh perspectives that help enhance client and business outcomes.
• Engage in daily tasks and join professional development programs, networking events, and learning opportunities.

Requirements

• Undergraduate student 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.
• Series 07 – FINRA Category Administration certification (or eligibility to obtain).

Skills

• Professional demeanor and 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 through the FIDTERN Program.
• Ongoing coaching and mentorship from managers and branch professionals.
• Participation in professional development programs, networking events, and learning opportunities.
• Exposure to personal investing and financial planning.
• Opportunity to connect with fellow FIDTERNs and professionals across the organization.

Schedule

This is a 10‑week, full‑time summer internship running from June 7 2027 to August 13 2027. The position is on‑site at the Investor Center location. Fidelity is transitioning to a full‑time onsite working model; this role requires onsite presence as per the current rollout.