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Intern, Investor Center - Schaumburg, IL

Fidelity Investments · Schaumburg, 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 are you interested in an internship at a Fidelity Investor Center?

What they are checking: Whether they understand the branch setting and have real interest in client-facing finance.

Tell me about a time you gave great customer service.

What they are checking: Whether they already show the service habits the posting says interns need.

Tell me about a project where you had to work with a team toward a deadline.

What they are checking: Whether they collaborate well on the significant work assignments the internship includes.

How do you take feedback from a mentor or manager?

What they are checking: Whether they are coachable, since the program is built around ongoing coaching.

What do you hope to learn about yourself over ten weeks here?

What they are checking: Whether they have thoughtful goals for the internship and their career.

What would you do

A client asks you a question you do not know the answer to. What do you do?

What they are checking: Whether they admit gaps and find the right expert instead of guessing.

How would you handle a client who is frustrated while waiting to see a consultant?

What they are checking: Whether they can keep clients comfortable and calm in a busy branch.

The internship is full-time on-site from June 7 to August 13, 2027. Can you commit to that?

What they are checking: Whether they can meet the program dates and on-site requirement.

About the work

How would you explain what a mutual fund is to someone who has never invested?

What they are checking: Whether they can make basic investing ideas simple and accurate.

What is one thing happening in the markets or economy right now that interests you?

What they are checking: Whether they follow financial news and are curious about the industry.

Practice this interview out loud.

Offer builds a real interview for this exact role at Fidelity Investments from your resume and this job description, asks the questions one at a time, and tells you what landed. The first one is free.

Practice this out loud

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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