2027 Wealth Management Summer Internship Program

D.A. Davidson Companies; Lake Oswego (OR); On-site; USD 2,480,000 - 3,857,000; Full time

Benefits offered by this job

SIE exam sponsorship

Paid internship

Job summary

D.A. Davidson Companies is seeking motivated students for the Wealth Management Summer Internship Program. It is a paid internship in a branch office with exposure to experienced Financial Advisors and professional teams.

The program runs for 9 weeks with a minimum of 25 hours per week, including an immersive Seattle week with leadership presenters. Interns study for the FINRA SIE exam, which D.A. Davidson sponsors for test preparation and testing, provided completed during the program.

Qualifications

• Demonstrated strong academic performance and professional drive.
• Excellent analytical, leadership, communication, teamwork, and service skills.
• Authorization to work in the U.S.

Responsibilities

• Support Wealth Advisors and clients on projects within the internship.
• Collaborate on branch office projects to gain hands-on wealth management experience.
• Study for and may obtain FINRA SIE licensing with sponsor support.

Skills

Analytical skills

Leadership

Communication

Teamwork

Service orientation

Authorization to work in the U.S.

Education

Sophomore year completed by June 2027

Job description

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.

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

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

Next Steps

We are accepting applications starting September 21st with a deadline of October 23, 2026. If you are interested in applying to more than one location, you will need to submit an application for each corresponding job posting.

Important dates:

• October-December 2026 – Local interviews in person or virtual
• December 2026 – Final interviews for selected candidates and offers for finalists
• June 14, 2027 – Internship Program begins in respective branch locations
• July 2027 TBD – Intern week in Seattle
• August 13, 2027 – Internship Program concludes

Please note: Participation in this internship program does not include a return offer or guarantee of future employment with D. A. Davidson.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

ACKNOWLEDGMENT

Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.