2027 Wealth Management Summer Internship Program

About the role

D.A. Davidson Companies is an independent, employee‑owned firm with a 90‑year history dedicated to integrity, ethics, and outstanding service. The Wealth Management Summer Internship Program places interns in branch offices to observe and support Financial Advisors, includes an immersive week at the Seattle corporate office, and offers the opportunity to study for the FINRA Securities Industry Essentials (SIE) exam.

Responsibilities

• Observe firsthand what it takes to run a successful, ethical practice serving individual investors’ needs.
• Collaborate on various projects that support Financial Advisors and their clients.
• Participate in an immersive, action‑packed week in the Seattle corporate office with presentations, community service, and team‑building activities.
• Study and sit for the FINRA Securities Industry Essentials (SIE) exam (optional, with test‑prep sponsorship).
• Develop skills in wealth management, build a professional network, and earn professional licensing.

Qualifications

• 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 United States.
• Satisfactory results of background, reference, and credit checks.
• Ability to commit to the full duration of the program.
• Live within the local area of the assigned branch office or have pre‑existing arrangements to reside there for the program’s duration (no transportation or moving assistance provided).

Skills

• Analytical thinking
• Leadership
• Communication
• Teamwork
• Service orientation

Benefits

• Paid internship (minimum 25 hours per week for 9 weeks).
• Opportunity to study for and sit the FINRA SIE exam, with D.A. Davidson sponsoring test preparation and testing.
• Hands‑on experience working alongside experienced Financial Advisors.
• Professional networking and mentorship.
• Immersion week in Seattle corporate office including presentations, community service, and team building.
• Potential to earn professional licensing.

Schedule

• Minimum 25 hours per week.
• Program length: 9 weeks.
• Start date: June 14, 2027 (branch locations).
• Seattle immersion week: July 2027 (exact dates TBD).
• Program conclusion: August 13, 2027.