2027 Wealth Management Summer Internship Program

Responsibilities

• Work directly with experienced Financial Advisors and other financial professionals while learning about the financial services industry.
• Observe firsthand what it takes to run a successful, ethical practice serving individual investors’ needs in a branch office.
• Gain hands‑on experience by collaborating on projects that support Financial Advisors and their clients.
• Participate in an immersive week at the Seattle corporate office, including presentations, community service, and team‑building activities with Executive and Senior Leadership.
• Study for and sit for the FINRA Securities Industry Essentials (SIE) exam, with sponsorship for test preparation and testing (optional but encouraged).
• 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.
• Authorization to work in the United States.
• Satisfactory results of background, reference, and credit checks.
• Ability to commit to the full 9‑week program duration.
• Live within the local area of the assigned branch office or have pre‑existing arrangements to reside there for the program (transportation/moving assistance not provided).
• Locations: Pasadena, CA; Ventura, CA; Colorado Springs, CO; Bozeman, MT; Great Falls, MT; Missoula, MT; Lincoln, NE; Salt Lake City, UT; Oklahoma City, OK; Lake Oswego, OR; Bellevue, WA; Seattle, WA; Spokane, WA.

Skills

• Excellent analytical abilities.
• Strong leadership and teamwork skills.
• Effective communication and service orientation.

Benefits

• Paid internship (minimum 25 hours per week for 9 weeks).
• Sponsorship for FINRA SIE exam preparation and testing.
• Opportunity to earn professional licensing.
• Hands‑on experience and mentorship from industry veterans.
• Professional network building.
• Immersive Seattle leadership week with presentations, community service, and team‑building.

Schedule

• Minimum 25 hours per week.