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Intern, Investor Center - Los Gatos, CA

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Customer Relations
    Banking & Finance
  • Los Gatos

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

Is this internship remote or in-person?

This internship is primarily in-person, with opportunities to work from home on occasion. Interns are expected to participate in-person approximately three days or more per week.

What is the duration of the internship?

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

What are the qualifications needed to apply for this internship?

Candidates must be undergraduate students in their junior year of college, have an interest in investing and wealth management, experience in customer service, retail, sales, or banking, and leadership experience or involvement in student organizations.

What kind of support will interns receive during the program?

Interns will be supported by a direct manager and team throughout the summer, with opportunities to engage in meaningful projects and participate in the FIDTERN Summer Series events.

What is the expected salary range for this internship?

The base salary range for this position is $50,000 to $70,000 per year, with placement varying based on factors like job responsibilities, geographic location, and candidate experience.

Will interns have opportunities for networking?

Yes, the internship includes networking events to mingle with full-time Fidelity employees, as well as engaging webinars on career development and other professional topics.

What skills are preferred for candidates applying for this internship?

Candidates should possess professional demeanor, collaborative problem-solving skills, a basic understanding of the current market and economic trends, and an ability to provide an extraordinary customer experience.

How does Fidelity Investments ensure a diverse and inclusive workplace?

Fidelity values diversity and inclusion and believes that an enduring culture of inclusion and belonging is essential for attracting, developing, and retaining a diverse workforce.

Are there opportunities for career development after the internship?

Yes, Fidelity offers a range of flexible benefits and learning opportunities to support career development throughout an associate's career.

Is there an application deadline for this internship?

The application window closes when the position is filled or unposted, so it’s recommended to apply early.

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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