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Fidelity Investments

Intern, Investor Center - Plano, TX

plano, TX

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About this opportunity

Fidelity Investments lists this Intern, Investor Center - Plano, TX opportunity in plano, Texas. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Branch InternNote: Fidelity will not provide immigration sponsorship for this position.The RoleAs 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 Fidelity's FIDTERN Program, interns will gain hands-on experience supporting business-critical initiatives while receiving ongoing coaching and mentorship from managers and branch professionals. In 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 Fidelity's business and culture.The Expertise and Skills You BringUndergraduate students in your junior year of collegeInterest in investing and wealth managementExperience in customer service, retail, sales or bankingLeadership experience and involvement in student organizationsProfessional demeanor & collaborative problem-solving skillsBasic understanding of the current market, economy and economic trendsAbility to promote customer loyalty while providing outstanding customer experienceThe TeamThe 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 Fidelity's 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.Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Worksite address

plano, TX, 75023, US

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