Paid Wealth Management Summer Internship 2027 + SIE Prep

Lever, Inc.; Salt Lake City (UT); On-site; USD 35,000 - 48,000; Full time

Benefits offered by this job

SIE exam sponsorship

Paid internship

Job summary

D.A. Davidson Companies is seeking Summer Interns to work directly with experienced Financial Advisors and other professionals, gaining hands-on experience in wealth management and the financial services industry.

The Wealth Management Summer Internship is a paid program of 25 hours per week for 9 weeks, including an immersive week in Seattle with Senior Leadership and Department Heads. SIE exam sponsorship is provided if completed during the program.

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.

Responsibilities

• Work directly with experienced Financial Advisors and other financial professionals.
• Observe firsthand what it takes to run a successful, ethical practice serving individual investors’ needs.
• Collaborate on projects that support Financial Advisors and their clients.

Skills

Analytical skills

Leadership

Communication

Teamwork

Service mindset

Education

Sophomore year completed

Job description

D.A. Davidson Companies is seeking Summer Interns to work directly with experienced Financial Advisors and other professionals, gaining hands-on experience in wealth management and the financial services industry.

The Wealth Management Summer Internship is a paid program of 25 hours per week for 9 weeks, including an immersive week in Seattle with Senior Leadership and Department Heads. SIE exam sponsorship is provided if completed during the program.