Paid Wealth Management Internship + SIE Licensing

Lever, Inc.; Bellevue (WA); On-site; USD 26,000 - 37,000; Full time

Job summary

D.A. Davidson Companies offers a paid Wealth Management Summer Internship Program designed to give students hands-on experience working with seasoned Financial Advisors in branch offices across multiple locations.

The program includes collaboration on projects that support clients and exposure to daily operations within a 91-year employee-owned firm. You will study for and may sit for the FINRA SIE exam with sponsorship for test preparation and testing if completed during the 9-week summer

Qualifications

• Enrollment in a two-year or longer college program with sophomore standing by June 2027.
• Authorization to work in the U.S.
• Ability to commit to a 9-week internship and at least 25 hours per week.
• Background, reference, and credit checks may be required.

Responsibilities

• Assist Financial Advisors and professionals on projects to support clients.
• Learn about wealth management and the financial services industry through hands-on experience.

Skills

Analytical skills

Leadership

Communication

Teamwork

Service mindset

Education

Sophomore year of college

Job description

D.A. Davidson Companies offers a paid Wealth Management Summer Internship Program designed to give students hands-on experience working with seasoned Financial Advisors in branch offices across multiple locations.

The program includes collaboration on projects that support clients and exposure to daily operations within a 91-year employee-owned firm. You will study for and may sit for the FINRA SIE exam with sponsorship for test preparation and testing if completed during the 9-week summer