Paid Wealth Management Summer Internship + SIE Prep

D.A. Davidson; Pasadena (CA); On-site; USD 26,000 - 37,000; Part time

Benefits offered by this job

Paid internship

SIE exam sponsorship

Seattle week exposure

Job summary

D.A. Davidson Companies invites you to join its Wealth Management Summer Internship Program in Pasadena.

The paid internship runs 9 weeks, with at least 25 hours per week, and places you in a branch office to observe and contribute alongside experienced Financial Advisors. You will gain hands-on experience on projects supporting advisors and clients, study for the FINRA SIE exam (sponsor provided if completed during the program), and participate in an immersive week at our Seattle corporate

Qualifications

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

Responsibilities

• Develop skills in wealth management and client service.
• Work directly with experienced Financial Advisors and support staff.
• Collaborate on projects that assist advisors and clients.
• Pursue professional licensing opportunities, including the SIE exam.

Skills

Analytical skills

Leadership

Communication

Teamwork

Service orientation

Education

Sophomore year of college

Job description

D.A. Davidson Companies invites you to join its Wealth Management Summer Internship Program in Pasadena.

The paid internship runs 9 weeks, with at least 25 hours per week, and places you in a branch office to observe and contribute alongside experienced Financial Advisors. You will gain hands-on experience on projects supporting advisors and clients, study for the FINRA SIE exam (sponsor provided if completed during the program), and participate in an immersive week at our Seattle corporate