Intern, Investor Center - Lynnwood, WA

Fidelity Investments•Seattle, WA
•$20 - $32•Onsite

About The Position

As a Branch Intern, you support the client experience at a Fidelity Investor Center by working alongside financial professionals to provide customer service and assist with investment products and services. The internship offers exposure to personal investing and financial planning, with significant work assignments intended to build knowledge of the financial services industry and develop business, communication, and relationship-building skills. You will collaborate with team members to address business challenges, identify process improvements, and contribute ideas that support client and business outcomes. This is a 10-week, full-time summer internship running annually from June 7, 2027, through August 13, 2027. The position is based on-site at the Investor Center. Through Fidelity’s FIDTERN Program, interns receive hands-on experience supporting business-critical initiatives, coaching and mentorship from managers and branch professionals, and opportunities to participate in professional development programs, networking events, and learning activities. The Branch Intern joins a collaborative, customer-focused team that helps individuals and families pursue long-term financial goals. Interns are integrated into the team and encouraged to contribute ideas, ask questions, and support branch initiatives. Interns can also connect with fellow FIDTERNs and professionals across Fidelity through in-person and virtual experiences.

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.
  • Demonstrate 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 and contribute to the client experience at a Fidelity Investor Center.
  • Assist with a broad range of investment products and services.
  • Complete work assignments that build knowledge of financial services and develop business, communication, and relationship-building skills.
  • Collaborate with team members to address business challenges and identify opportunities for process improvements.
  • Contribute ideas and support branch initiatives to improve client and business outcomes.
  • Participate in professional development programs, networking events, and learning opportunities.
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