Intern, Investor Center Rochester, NY

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

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.

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

Through Fidelitys FIDTERN Program interns will gain hands-on experience supporting business-critical initiatives while receiving ongoing coaching and mentorship from managers and branch addition to daily tasks interns will join professional development programs networking events and learning opportunities. These are built to support their career growth and deepen their understanding of Fidelitys business and culture.

The Expertise and Skills You Bring

• 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 outstanding customer experience

The Team

The Branch Intern will join a collaborative customer-focused team dedicated to helping individuals and families achieve their long-term financial goals. The Investor Center team partners closely to deliver personalized guidance exceptional service and innovative financial solutions to clients at every stage of their financial journey. Interns are fully integrated into the team and encouraged to contribute ideas ask questions and take an active role in supporting branch initiatives.

As part of Fidelitys broader intern community you will have the opportunity to connect with fellow FIDTERNs and professionals across the organization through a variety of in-person and virtual experiences. The team values curiosity collaboration accountability and continuous learning creating an environment where interns can build meaningful relationships expand their professional network and gain firsthand insight into the culture and career opportunities available at Fidelity.

• Internal Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

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.

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

Through Fidelitys FIDTERN Program interns will gain hands-on experience supporting business-critical initiatives while receiving ongoing coaching and mentorship from managers and branch addition to daily tasks interns will join professional development programs networking events and learning opportunities. These are built to support their career growth and deepen their understanding of Fidelitys business and culture.

The Expertise and Skills You Bring

• 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 outstanding customer experience

The Team

The Branch Intern will join a collaborative customer-focused team dedicated to helping individuals and families achieve their long-term financial goals. The Investor Center team partners closely to deliver personalized guidance exceptional service and innovative financial solutions to clients at every stage of their financial journey. Interns are fully integrated into the team and encouraged to contribute ideas ask questions and take an active role in supporting branch initiatives.

As part of Fidelitys broader intern community you will have the opportunity to connect with fellow FIDTERNs and professionals across the organization through a variety of in-person and virtual experiences. The team values curiosity collaboration accountability and continuous learning creating an environment where interns can build meaningful relationships expand their professional network and gain firsthand insight into the culture and career opportunities available at Fidelity.

Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.

Note the application window closes when the position is filled or unposted.

Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Required Experience:

Intern