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Intern, Investor Center - Highland Park, IL

Fidelity Investments · Highland Park, IL · $20.00–$32.00 an hour · Full time

Posted Sep 21, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Why a branch internship in financial services, and why this summer?

What they are checking: Whether their interest in client-facing financial work is real and thought through, not just a resume line.

Tell me about a time you had to explain something complicated to someone who was confused or stressed.

What they are checking: Whether they can communicate with patience and clarity, a skill they will use constantly with clients.

Tell me about a time you identified a problem and came up with an improvement on your own.

What they are checking: Whether they bring the fresh perspective and process thinking the internship explicitly asks interns for.

Tell me about a time you juggled a heavy workload, like classes plus a job. How did you stay on top of it?

What they are checking: Whether they can manage a fast-paced schedule reliably, which predicts how they will handle a full-time internship.

What's one thing about Fidelity or the investing world you've been curious about lately?

What they are checking: Whether they show real curiosity about the industry, a sign they will engage deeply with the program.

What would you do

A client gets impatient while you're looking something up and says they want to talk to someone more experienced. How do you react?

What they are checking: Whether they stay professional and get the client what they need without taking it personally.

You'll work alongside expert financial professionals. How do you plan to learn from them without getting in their way?

What they are checking: Whether they show initiative and respect for others' time, which shapes how much they gain from mentors.

At the end of the internship, you present what you worked on. How would you show the impact of your project?

What they are checking: Whether they think about results and outcomes rather than just listing tasks they completed.

About the work

What do you think the difference is between saving and investing, and why does it matter to a client?

What they are checking: Whether they grasp basic personal finance ideas that come up in nearly every client conversation.

Why do you think confidentiality matters so much when working with clients' financial information?

What they are checking: Whether they understand that privacy and trust are basic duties in finance, even for an intern.

Practice this interview out loud.

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The full job description

As published by Fidelity Investments.

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: Series 07 - FINRA, Series 66 - FINRA Category: Administration

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