2027 Wealth Management Summer Internship Program

About the role

The Wealth Management Summer Internship Program is a paid internship requiring a minimum of 25 hours per week for 9 weeks. Interns work directly with experienced Financial Advisors, observe branch operations, collaborate on projects supporting advisors and clients, participate in an immersive week at the Seattle corporate office, and have the opportunity to study for and sit for the FINRA Securities Industry Essentials (SIE) exam, with sponsorship for preparation and testing.

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 at the Seattle corporate office, interacting with Executive and Senior Leadership and Department Heads through presentations, community service, and team‑building activities.
• Study and prepare for the FINRA SIE exam (sponsored by D.A. Davidson).
• Develop skills in wealth management.
• Build a professional network with Financial Advisors and other professionals.
• Earn professional licensing opportunities.

Qualifications

• 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 United States.
• Satisfactory results of background, reference, and credit check.
• 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.
• Note: Transportation and/or moving assistance will not be provided.

Benefits

• Paid internship (minimum 25 hours per week for 9 weeks).
• Sponsorship for FINRA SIE exam preparation and testing.
• Immersion week in Seattle corporate office with leadership exposure.
• Hands‑on project experience supporting Financial Advisors.
• Professional networking and mentorship opportunities.
• Opportunity to earn professional licensing.

Pay

Paid internship (specific compensation amount not disclosed).

Schedule

• Program length: 9 weeks, minimum 25 hours per week.
• Internship program begins June 14, 2027.
• Intern week in Seattle scheduled for July 2027.
• Internship program concludes August 13, 2027.