Intern, Investor Center - Seal Beach, CA

Fidelity InvestmentsFidelity InvestmentsSeal Beach, California, United States
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Posted

9/21/2026

Employment

Intern

Range

$20 - $32/hr

Work style

On-site

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AI summary

Core responsibilities

The intern will provide exceptional customer service and support financial professionals with investment products and services. They will also collaborate on business challenges and contribute to process improvements to enhance client outcomes.

Requirements overview

Candidates must be undergraduate students in their junior year of college with an interest in investing and wealth management. Applicants should possess strong communication skills, a professional demeanor, and experience in customer service, retail, sales, or banking.

Key skills

Customer serviceFinancial planningWealth managementCommunicationRelationship buildingProblem solvingMarket analysisEconomic trendsLeadershipCollaborationInvestment productsClient experience

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Education requirements

bachelor degree

About Fidelity Investments

Industry

Financial Services

Employees

84,714

Type

Privately Held

Size

10,001+ employees

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

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Job categories

Finance & AccountingCustomer Service & SupportAdministrative

Description

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 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 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 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. The base salary range for this position is $20 - $32 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s 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: Administration

Requirements

  • Customer service
  • Financial planning
  • Wealth management
  • Communication
  • Relationship building
  • Problem solving
  • Market analysis
  • Economic trends
  • Leadership
  • Collaboration
  • Investment products
  • Client experience

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