2027 Wealth Management Summer Internship Program
About The Position
The Wealth Management Summer Internship Program at D.A. Davidson Companies is a paid internship designed to provide students with valuable insight into the financial services industry and the operations of a 91-year-old employee-owned firm. Interns will work directly with experienced Financial Advisors and other financial professionals, observing the day-to-day management of a successful practice serving individual investors. The program includes hands-on project collaboration, an immersive week in the Seattle corporate office with executive leadership, and opportunities for team building and community service. A unique aspect of this internship is the optional opportunity to study for and sit for the FINRA Securities Industry Essentials (SIE) exam, with D.A. Davidson sponsoring test preparation and testing during the program.
Requirements
- Students must have completed at least sophomore year of college prior to June 2027
- Demonstrated strong academic performance and professional drive
- Excellent analytical, leadership, communication, teamwork, and service skills
- Authorization to work in the U.S.
- Satisfactory results of background, reference, and credit check
- Ability to commit to the duration of the program
- Live within the local area of branch office or have pre-existing arrangements to live in the area for the duration of the program. Transportation and/or moving assistance will not be provided.
Nice To Haves
- Opportunity to glean valuable insight and wisdom from many industry veterans.
- Opportunity to build your professional network.
- Opportunity to earn professional licensing.
Responsibilities
- Observe firsthand what it takes to run a successful, ethical practice serving individual investors’ needs.
- Gain hands-on experience by collaborating on various projects that support Financial Advisors and their clients.
- Interact and hear from Executive and Senior Leadership and Department Heads in all areas of the firm during the Seattle week.
- Participate in presentations, community service, and team-building activities.
- Study and potentially sit for the FINRA Securities Industry Essentials (SIE) exam.
Benefits
- Paid internship
- Sponsorship for FINRA SIE exam preparation and testing
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
