Intern, Investor Center - Beaverton, OR

About 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.

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. Interns are fully integrated into the team and encouraged to contribute ideas, ask questions, and take an active role in supporting branch initiatives.

Through Fidelity's FIDTERN Program, interns 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 join professional development programs, networking events, and learning opportunities designed to support career growth and deepen understanding of Fidelity's business and culture.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role requires 100% onsite presence at the Investor Center location.

Responsibilities

• Provide exceptional customer service to clients visiting the Investor Center.
• Assist with a broad range of investment products and services.
• Participate in significant work assignments that strengthen knowledge of the financial services industry.
• Collaborate with team members to address business challenges and identify process improvements.
• Bring fresh perspectives to enhance client and business outcomes.
• Join professional development programs, networking events, and learning opportunities.

Requirements

• 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 an outstanding customer experience.

Schedule

This is a 10‑week, full‑time summer internship running annually from June 7th, 2027 to August 13th, 2027. The position is based on‑site at the Investor Center location.