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 places interns in a branch office to work directly with experienced Financial Advisors, observe the operations of an ethical practice, collaborate on projects that support advisors and clients, and participate in an immersive week at the Seattle corporate office with leadership presentations, community service, and team‑building activities.

Responsibilities

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

Requirements

• Must have completed at least sophomore year of college prior to June 2027.
• 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 (no transportation or moving assistance provided).

Qualifications

• Demonstrated strong academic performance and professional drive.
• Excellent analytical, leadership, communication, teamwork, and service skills.

Skills

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

Benefits

• Paid internship (minimum 25 hours per week for 9 weeks).
• Opportunity to study and sit for the FINRA SIE exam, with sponsorship for test preparation and testing.
• Hands‑on experience working with experienced Financial Advisors.
• Professional network building.
• Immersive week at the Seattle corporate office with leadership interactions, community service, and team‑building.
• Develop wealth‑management skills and earn professional licensing.

Pay

The internship is paid; specific compensation details are not disclosed in the posting.

Schedule

• Minimum of 25 hours per week for 9 weeks.
• Program begins June 14, 2027 in the assigned branch location.
• Intern week in Seattle scheduled for July 2027 (date TBD).
• Program concludes August 13, 2027.