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Intern, Investor Center - Charlotte South, NC

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Customer Relations
    Banking & Finance
  • Charlotte

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
  • Your professional demeanor & collaborative problem-solving skills
  • Basic understanding of the current market, economy and economic trends
  • Ability to promote customer loyalty while providing an extraordinary customer experience

Responsibilities

  • As Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning.
  • Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.
  • You assist financial professionals with providing a full range of investment products and services.
  • You collaborate with team members to bring a fresh perspective to help solve business challenges.
  • You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry.
  • By identifying new opportunities for enhancements, you help think about our business and our customers in a different way.

FAQs

What is the duration of the Fidelity Intern Program?

The Fidelity Intern Program lasts for 10 weeks, running from June 2 to August 8, 2025.

Is this internship position in-person or remote?

This internship requires in-person participation approximately three days or more per week, although there may be occasional opportunities to work from home.

Who is eligible to apply for this internship?

Undergraduate students entering their junior year of college who will return to coursework after the summer internship are eligible to apply.

What type of experience is preferred for this internship?

Experience in customer service, retail, sales, or banking is preferred for candidates applying for this internship.

What skills are necessary for the candidate applying to this internship?

Candidates should have a professional demeanor, collaborative problem-solving skills, and a basic understanding of the current market, economy, and economic trends.

Will interns receive support during the internship?

Yes, interns will be supported by a direct manager and team throughout the summer program.

What kind of projects will interns work on during the internship?

Interns will support business-critical projects that meet Fidelity's needs and help them hone in on their future career paths.

Are there networking opportunities during the internship?

Yes, the FIDTERN Summer Series includes networking events where interns can engage with full-time Fidelity employees and other interns.

What does the internship experience aim to deliver?

The internship experience aims to provide valuable experience within the financial services industry, assist in customer service support, and identify new opportunities for business enhancements.

What core values does Fidelity Investments uphold?

Fidelity Investments values honesty, integrity, and the safety of their associates and customers within a heavily regulated industry.

Finance
Industry
10,001+
Employees
1946
Founded Year

Mission & Purpose

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

Benefits

  • Commuter benefit program

  • Dependent care flexible spending (FSA)

  • Mental health resources

  • Discount programs for employees

  • Maternity & parental leave

  • On-site health & wellness centers

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