F

Fidelity Investments

Investment services and market data provider

Investor Center Intern

Summer 2027Posted on 9/28/2026
$20 - $32/hr
Internship
Seattle, WA, USA+1 moreMore locations: Bellevue, WA, USA
In Person
No H1B Sponsorship

About the job

Requirements
  • Be an undergraduate student in the junior year of college.
  • Have an interest in investing and wealth management.
  • Have experience in customer service, retail, sales, or banking.
  • Have leadership experience and involvement in student organizations.
  • Demonstrate a professional demeanor and collaborative problem-solving skills.
  • Have a basic understanding of the current market, economy, and economic trends.
  • Be able to promote customer loyalty while providing an outstanding customer experience.
Responsibilities
  • Provide customer service at a Fidelity Investor Center.
  • Assist with a broad range of investment products and services.
  • Participate in significant work assignments designed to strengthen knowledge of the financial services industry.
  • Collaborate with team members to address business challenges.
  • Identify opportunities for process improvements.
  • Contribute perspectives that enhance client and business outcomes.
  • Support business-critical initiatives as part of the FIDTERN Program.
  • Participate in professional development programs, networking events, and learning opportunities.
  • Support branch initiatives as an integrated member of the Investor Center team.

About the company

Fidelity Investments provides financial services and tools that connect people to markets and their money. It offers market data and trading tools delivered across devices, such as Market Monitor for Google Glass, Windows Phone, FiOS, and iPad, with customizable watch lists and chart visualizations. Fidelity differentiates itself by combining a long-running brokerage platform with Fidelity Labs’ experimentation and cross-device data delivery, plus visualization-focused features. Its goal is to make market information and trading tools easily accessible so customers can stay informed and act on their financial decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$246.9B

Headquarters

Boston, Massachusetts

Founded

1946

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Simplify's Take

What believers are saying

  • August 2026: Fidelity reported $19.9 trillion AUA and $7.8 trillion managed assets.
  • Q2 2026 trades rose 31% year over year, supporting stronger brokerage engagement.
  • June 2026: Fidelity launched four actively managed small- and mid-cap ETFs, broadening shelf appeal.

What critics are saying

  • March 2026: a judge dismissed fee litigation, but similar share-class suits remain easy to file.
  • May 2026: Fidelity cut 800 jobs, signaling repeated reorganization pressure across technology and product teams.
  • Fidelity's own FETH warning says ether investing can lose everything; crypto expansion risks brand damage.

What makes Fidelity Investments unique

  • June 2026: Fidelity launched first ETF share classes from existing mutual funds.
  • June 2026: Fidelity added guaranteed-income target-date CITs with Nationwide and New York Life.
  • January 2026: Fidelity Digital Assets launched FIDD, a retail and institutional stablecoin.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Company News

Royal Crescent Publishing Limited
Sep 29th, 2026
Fidelity closes $451M real estate debt fund, doubling predecessor's capital

Fidelity Investments has closed its second real estate debt opportunities fund at $451 million, more than double its predecessor's committed capital. The Fidelity Real Estate Debt Opportunities Fund II attracted backing from institutional investors, family offices, registered investment advisers and high-net-worth individuals. The fund invests in private real estate loans across property sectors and opportunistically in tradeable real estate debt securities. Co-portfolio manager Bill Maclay said there is a compelling opportunity in real estate debt as investors seek strategies tied to tangible assets for income and diversification. Harley Lank, head of high income and alternatives at Fidelity Investments, said the strong response underscores investor confidence in the portfolio management team.

Yahoo Finance
Sep 20th, 2026
ChatGPT ranked 8 investment platforms for beginners - The results were surprising.

ChatGPT ranked 8 investment platforms for beginners - The results were surprising. Laura Beck Choosing an investment platform as a beginner can feel paralyzing. There are dozens of options, each claiming to be the easiest, cheapest or most beginner-friendly. So, Mestmaker & Petrey Wealth Advisors Inc asked ChatGPT to cut through the noise and rank the best platforms for new investors in 2026, with one simple ask: explain exactly why. And surprisingly, the top answer wasn't Robinhood. 1. The best overall: Fidelity investments. ChatGPT put Fidelity at the top of its ranking for beginners, and the reasoning was straightforward. Zero-dollar trades, no account minimums, strong research tools and a wide selection of free index funds make it the most complete beginner platform available. The bigger argument for Fidelity, ChatGPT said, is that it grows with you. Most investors eventually want more sophisticated tools, and Fidelity provides them without requiring a platform switch. 2. Best for learning: Charles Schwab. For beginners who feel nervous about investing and want genuine support, ChatGPT ranked Charles Schwab second. The platform offers strong customer service, paper trading that lets you practice with fake money before risking real dollars and educational resources that go deeper than most competitors. If you want guidance alongside your account, Schwab is the pick. 3. Best for long-term investing: Vanguard. Vanguard earned third place for one specific type of beginner: the person who wants to set up a retirement-focused portfolio and leave it alone. Famous for pioneering low-cost index funds, Vanguard's no-frills approach is deliberately designed to encourage long-term holding rather than frequent trading. If your goal is building retirement wealth without actively managing a portfolio, ChatGPT said Vanguard is hard to beat. 4. Best for simplicity: Robinhood. Robinhood ranked fourth on ease of use alone. The interface is genuinely clean and simple, and first-time investors often find it the least intimidating platform to open and navigate. ChatGPT flagged a real downside though: the app's design can encourage trading more frequently than a beginner should, and the educational resources are thin compared to Fidelity or Schwab. It's the easiest platform to use but not necessarily the one that produces the best long-term investor behavior. 5. Best all-in-one: sofi. SoFi made the list for beginners who want their banking, investing and financial planning in a single place. The platform combines investment accounts with banking products, loans and access to financial advisors - useful for someone just starting to build their full financial picture rather than just an investment account.

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