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 an employee-owned firm. Interns will work directly with experienced Financial Advisors in a branch office, observing the day-to-day management of a practice serving individual investors. They will gain hands-on experience through collaboration on projects supporting Financial Advisors and their clients. The program also includes an immersive week at the Seattle corporate office, featuring interactions with executive and senior leadership, presentations, community service, and team-building activities. A unique opportunity to study for and potentially pass the FINRA Securities Industry Essentials (SIE) exam is offered, with D.A. Davidson sponsoring test preparation and testing.
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.
Responsibilities
- Develop skills in wealth management
- Work directly with experienced Financial Advisors
- Build your professional network
- Earn professional licensing
- 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 our Financial Advisors and their clients
- Interact and hear from Executive and Senior Leadership and Department Heads in all areas of the firm
- Participate in presentations, community service, and team building activities
- Study and 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
Job Type
Part-time
Career Level
Intern
Education Level
Associate degree
