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Intern, Investor Center - Lexington, KY

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

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

  • 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 internship program?

The Summer 2025 internship assignment runs for 10 weeks, from June 2 to August 8, 2025.

Is this internship remote or in-person?

This internship requires in-person participation approximately three days or more per week; it is not primarily a remote internship.

Who is eligible to apply for this internship?

Undergraduate students in their junior year of college who will return to coursework after the Summer 2025 internship ends are eligible to apply.

What kind of work will interns be doing?

Interns will provide customer service support to clients, assist financial professionals, and participate in business-critical projects to enhance their knowledge in personal investing and financial planning.

Are there any required skills for this internship?

Yes, strong candidates should exhibit a professional demeanor, collaborative problem-solving skills, a basic understanding of market trends, and the ability to promote customer loyalty while providing an extraordinary customer experience.

What events can interns expect during the program?

The FIDTERN Summer Series includes engaging webinars on career development, financial literacy and inclusion topics, community service activities, and in-person networking events.

What qualities does Fidelity look for in strong intern candidates?

Strong intern candidates should be dynamic, curious, innovative, conscientious, and value collaboration.

Is there room for professional growth and learning during the internship?

Yes, interns will have the opportunity to participate in challenging work assignments, learn about the financial services industry, and engage in events aimed at their professional development.

Are there any background checks required for this internship?

Yes, selected candidates will need to undergo a background investigation, which may include checks on criminal history, civil litigations, and regulatory reviews, as well as credit reviews dependent on the role.

What is Fidelity's stance on diversity and inclusion in the workplace?

Fidelity values an enduring culture of inclusion and belonging and actively works to attract, develop, and retain a diverse workforce.

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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