Paid Wealth Management Summer Internship + SIE Licensing

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 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.