Fidelity Investments

Fidelity Investments

Investment services and market data provider

Branch Intern - Investor Center

Summer 2027Updated on 9/30/2026Deadline 10/21/26
No salary listed
Internship
Portland, OR, USA
In Person

This position is based on-site at the Investor Center location.

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.
  • Complete 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 ideas and support branch initiatives.
  • Participate in professional development programs, networking events, and learning opportunities.

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

  • September 3, 2026 Fidelity reported record 401(k), 403(b), and IRA balances.
  • February 4, 2026 Fidelity launched FIDD, entering retail and institutional stablecoin markets.
  • September 10, 2026 Fidelity won Korea Investment partnership, broadening global research distribution.

What critics are saying

  • May 13, 2026 Fidelity settled a data-breach class action, signaling security exposure persists.
  • April 27, 2026 Massachusetts fined Fidelity $1.25 million over that breach’s resident impact.
  • July 21, 2026 class action accused Fidelity of unpaid boot-up and shutdown time.

What makes Fidelity Investments unique

  • Fidelity runs $17.5 trillion AUM and 50 million customers across investing and retirement.
  • June 10, 2026 Fidelity launched Freedom Lifetime, adding guaranteed income to target-date CITs.
  • Fidelity’s Dispatch integration powers real-time account opening across custodian workflows with Jump.

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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

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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