2027 Wealth Management Summer Internship Program

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate like EEO, legal, etc. Must preserve all substantive info. Let's parse the posting. Content: - Intro about company: D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years... etc. This is about company culture. Could be "About the role"? Actually "About the role" could be description of internship. We'll need to decide sections. We have: - Summer Interns work directly with experienced Financial Advisors... The Wealth Management Summer Internship Program is a paid internship consisting of a minimum of 25 hours per week for 9 weeks, with the opportunity to glean valuable insight and wisdom from many industry veterans. You will be placed in a branch office where, over the course of the summer program, you will observe firsthand what it takes to run a successful, ethical practice serving individual investors’ needs. You will also gain hands-on experience by collaborating on various projects that support our Financial Advisors and their clients. Additionally, the program includes an immersive, action-packed week in our Seattle corporate office, where as a group you will interact and hear from Executive and Senior Leadership and Department Heads in all areas of the firm. The agenda will feature a variety of activities, including presentations, community service, and team building. All Interns will have the opportunity to study and sit for the highly coveted FINRA Securities Industry Essentials (SIE) exam. This is an optional, yet unique and valuable licensing opportunity, not generally offered to current college students. D.A. Davidson will sponsor you for test preparation and testing provided it is completed during the 9-week summer program. To summarize, this internship will provide you with opportunities to: Develop skills in wealth management Work directly with experienced Financial Advisors Build your professional network Earn professional licensing - Qualifications: 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 - 2027 Locations for Wealth Management Branch Summer Interns: list of locations. - Next Steps: application dates, important dates, etc. - Participation note: no return offer guarantee. - EEO etc (to remove). - ACKNOWLEDGMENT etc (remove). We need to produce sections: About the role (maybe description), Responsibilities (duties), Requirements (maybe qualifications?), Qualifications (maybe education?), Skills, Benefits, Pay, Schedule. We need to decide what content goes where. We have: - About the role: could be overview of internship program: description of what intern will do, company culture, etc. - Responsibilities: list of duties: observe, collaborate on projects, attend Seattle week, study for SIE exam, etc. - Requirements: maybe eligibility: completed sophomore year, authorization to work, background check, ability to commit, live locally, etc. - Qualifications: maybe academic performance, skills: analytical, leadership, communication, teamwork, service skills. - Skills: maybe same as qualifications? Could combine. - Benefits: paid internship, minimum 25 hrs/week for 9 weeks, opportunity to sit for SIE exam sponsored, etc. - Pay: not explicitly stated salary amount; only says paid internship but no amount. According to rule: do NOT create Pay section unless posting actually states them. It says paid internship but no amount. Should we include Pay? The rule: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It says paid internship but does not state amount. Is that considered stating Pay? It states it's paid but no specifics. Likely we should not create Pay section because no specific pay info. However we could include Benefits section (paid internship is a benefit). The rule: "Prefer a few substantive sections over many thin ones." So we could combine pay into Benefits? But Benefits section should be included only if posting actually states them. It does state paid internship, so we can include Benefits with that info. Pay section would need specific pay; not present, so omit. - Schedule: we have minimum 25 hours per week for 9 weeks, plus Seattle week etc. That's schedule info. So we can include Schedule section. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Schedule. We need to ensure we don't repeat job title. Use

for each section heading. We need to use

• for any list of duties/requirements/benefits, and

  for prose. We must preserve all substantive information; do not invent or summarize away detail. We must remove boilerplate: EEO, legal, acknowledgment, etc. We must not include duplicated lines. We need to include location list? That's substantive; maybe under About the role or Responsibilities? Could be under About the role as "Locations". Could be its own section but we don't have a heading for Locations; we could include under About the role as a paragraph. We must not include "Next Steps" etc? That's application instructions; we should remove application instructions per rule: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove Next Steps, important dates, application dates, etc. That's application instructions. So we should omit those. Also remove "Participation in this internship program does not include a return offer or guarantee of future employment" - that's maybe not boilerplate but could be considered a note; but it's substantive? It's about no guarantee. Might be considered relevant but maybe we can keep? It's not explicitly prohibited; but it's not a list. Could be included under About the role as a note. However it's not a duty/requirement. Might be okay to keep. But we need to preserve ALL substantive information; we should not discard info that is not boilerplate. The rule says remove application instructions. The Next Steps and important dates are application instructions. So we remove them. The participation note about no return offer is not application instruction; it's a condition of internship. Might be considered substantive. We'll keep. Now let's extract substantive content: Company intro: D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. That's about company; could be part of About the role. Internship description: At D.A. Davidson, we believe in the strength of advice. Summer Interns work directly with experienced Financial Advisors and other financial professionals, while learning about the financial services industry and our 91-year-old employee-owned firm. The Wealth Management Summer Internship Program is a paid internship consisting of a minimum of 25 hours per week for 9 weeks, with the opportunity to glean valuable insight and wisdom from many industry veterans. You will be placed in a branch office where, over the course of the summer program, you will observe firsthand what it takes to run a successful, ethical practice serving individual investors’ needs. You will also gain hands-on experience by collaborating on various projects that support our Financial Advisors and their clients. Additionally, the program includes an immersive, action-packed week in our Seattle corporate office, where as a group you will interact and hear from Executive and Senior Leadership and Department Heads in all areas of the firm. The agenda will feature a variety of activities, including presentations, community service, and team building. All Interns will have the opportunity to study and sit for the highly coveted FINRA Securities Industry Essentials (SIE) exam. This is an optional, yet unique and valuable licensing opportunity, not generally offered to current college students. D.A. Davidson will sponsor you for test preparation and testing provided it is completed during the 9-week summer program. To summarize, this internship will provide you with opportunities to: Develop skills in wealth management Work directly with experienced Financial Advisors Build your professional network Earn professional licensing Qualifications: 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 Locations list: 2027 Locations for Wealth Management Branch Summer Interns: 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 Now we need to decide sections. About the role: Could include company intro + internship overview (maybe first paragraph). Could also include locations. Responsibilities: list of duties: work directly with experienced Financial Advisors, learn about industry, observe branch office operations, collaborate on projects, attend Seattle week (presentations, community service, team building), study for SIE exam, etc. Requirements: eligibility: completed sophomore year, authorization to work, background check, ability to commit, live locally, no transportation/moving assistance. Qualifications: strong academic performance, professional drive. Skills: analytical, leadership, communication, teamwork, service skills. Benefits: paid internship (minimum 25 hrs/week for 9 weeks), opportunity to sit for SIE exam sponsored, etc. Schedule: minimum 25 hours per week for 9 weeks, plus Seattle week (maybe specific week). Could also mention program dates: June 14, 2027 start, August 13, 2027 conclude, Seattle week TBD July 2027. Those are schedule details; we should keep them as they are substantive. However note: those dates are part of Next Steps? Actually they are under "Important dates:" which we considered application instructions? The rule says remove application instructions. But these dates are about program timeline, not application. Might be considered schedule info. The rule says remove application instructions; but "Important dates: October-December 2026 – Local interviews ... December 2026 – Final interviews ... June 14, 2027 – Internship Program begins ... July 2027 TBD – Intern week in Seattle August 13, 2027 – Internship Program concludes". The first two are application/interview steps; the latter are program dates. We could keep the program dates as schedule. However the rule says remove application instructions; we could keep the program dates but remove the interview dates. Safer to keep only the program start, Seattle week TBD, program end. But we need to see if that is considered application instruction. The "Important dates" heading includes both; we could parse and keep only the internship program dates. However the instruction says remove application instructions; not necessarily remove all dates under that heading if they are not application instructions. We'll keep the program dates. Thus schedule: Program begins June 14, 2027; Intern week in Seattle TBD July 2027; Program concludes August 13