Intern, Investor Center - Rochester, NY

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
• 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 while developing critical business, communication, and relationship-building skills
• Collaborate with team members to address business challenges
• Identify opportunities for process improvements
• Bring fresh perspectives that help enhance both client and business outcomes

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 outstanding customer experience
• Certifications: Series 07 - FINRA, Series 66 - FINRA

Benefits

• Hands-on experience supporting business-critical initiatives through the FIDTERN Program
• Ongoing coaching and mentorship from managers and branch professionals
• Professional development programs, networking events, and learning opportunities to support career growth and deepen understanding of Fidelity's business and culture

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 from June 7, 2027 to August 13, 2027. Position is based on-site at the Investor Center location.