Wealth Management Internship: Paid, SIE Prep & Mentorship

D.A. Davidson; Omaha (NE); On-site; USD 20,000 - 29,000; Full time

Benefits offered by this job

SIE exam sponsorship

Paid internship

Job summary

D.A. Davidson Companies offers a Wealth Management Summer Internship that is paid and requires a minimum of 25 hours per week for 9 weeks.

You will work with experienced Financial Advisors in local branch offices and gain hands-on exposure to the financial services industry within our 91-year-old employee-owned firm. Participants will have the chance to observe branch operations, collaborate on client-centered projects, and study for the FINRA SIE exam with sponsorship if completed during the

Qualifications

• Sophomore year must be 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 of the program.
• Live within the local area or have pre‑existing arrangements to live nearby; transportation not provided.

Responsibilities

• Work directly with experienced Financial Advisors and other financial professionals.
• Observe how a wealth management practice operates and serves clients.
• Collaborate on projects that support Financial Advisors and their clients.
• Opportunity to study for the FINRA SIE exam with sponsor support if completed during the program.

Skills

Analytical

Leadership

Communication

Teamwork

Service mindset

Professional drive

U.S. work authorization

Education

Sophomore year completed by June 2027

Job description

D.A. Davidson Companies offers a Wealth Management Summer Internship that is paid and requires a minimum of 25 hours per week for 9 weeks.

You will work with experienced Financial Advisors in local branch offices and gain hands-on exposure to the financial services industry within our 91-year-old employee-owned firm. Participants will have the chance to observe branch operations, collaborate on client-centered projects, and study for the FINRA SIE exam with sponsorship if completed during the