Jobs · Education · Oregon

2027 Wealth Management Summer Internship Program

D.A. Davidson Companies · Lake Oswego, OR · 4 wk ago
On-siteEducationFull-time

About the Role

D.A. Davidson Companies is an independent, employee-owned firm with a 90-year history, committed to integrity, ethics, and outstanding service. We foster a supportive culture, encourage open communication, and value community engagement. The Wealth Management Summer Internship Program offers a paid, 9-week experience working directly with Financial Advisors, gaining hands-on industry insight, and collaborating on client-focused projects. Interns will also spend an immersive week at our Seattle corporate office, engaging with leadership and participating in various activities.

Responsibilities

  • Observe and learn how to run a successful, ethical wealth management practice.
  • Collaborate on projects supporting Financial Advisors and their clients.
  • Participate in an immersive week at the Seattle corporate office, including presentations, community service, and team building.
  • Study for and sit for the FINRA Securities Industry Essentials (SIE) exam (optional, sponsored by D.A. Davidson).

Qualifications

  • Completed at least sophomore year of college prior to June 2027.
  • 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 9-week program.
  • Live within the local area of the branch office or have pre-existing living arrangements.

Locations

2027 Wealth Management Branch Summer Internship locations include:

  • 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

Important Dates

  • September 21, 2026 – Applications open
  • October 23, 2026 – Application deadline
  • October-December 2026 – Local interviews
  • December 2026 – Final interviews and offers
  • June 14, 2027 – Internship begins
  • July 2027 (TBD) – Intern week in Seattle
  • August 13, 2027 – Internship concludes

Note: This internship does not guarantee future employment. D.A. Davidson is an equal opportunity employer committed to diversity and inclusivity. Reasonable accommodations will be provided for individuals with disabilities.

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