Paid Wealth Management Summer Internship + SIE Prep

D.A. Davidson Companies; Great Falls (MT); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

SIE exam sponsorship

Job summary

D.A. Davidson Companies offers a paid Wealth Management Summer Internship, placed in a branch office where you observe and assist with running a successful, client-focused practice.

You will gain hands-on experience, observe senior professionals, and collaborate on projects that support advisors and their clients. All interns may study for the FINRA SIE exam, with sponsorship for preparation and testing if completed during the 9-week program.

Qualifications

• Sophomore year completed by June 2027.
• Strong academic performance and professional drive.
• Excellent analytical, leadership, communication, teamwork, and service skills.
• Authorization to work in the U.S.
• Background, reference, and credit check satisfactory.
• Ability to commit to the duration and live in the local area for the program.

Responsibilities

• Assist Financial Advisors and team on projects.
• Engage with clients and learn wealth management fundamentals.
• Build professional network and gain licensing exposure through the SIE exam.

Skills

Analytical skills

Leadership

Communication

Teamwork

Service mindset

Education

Sophomore year or higher

Job description

D.A. Davidson Companies offers a paid Wealth Management Summer Internship, placed in a branch office where you observe and assist with running a successful, client-focused practice.

You will gain hands-on experience, observe senior professionals, and collaborate on projects that support advisors and their clients. All interns may study for the FINRA SIE exam, with sponsorship for preparation and testing if completed during the 9-week program.