Wealth Management Summer Internship: Hands-On Learning + SIE Prep

D.A. Davidson Companies; Bellevue (WA); On-site; USD 30,000 - 36,000; Part time

Job summary

D.A. Davidson Companies offers a paid Wealth Management Summer Internship in the Seattle/Bellevue area. Interns work directly with seasoned Financial Advisors to learn the financial services industry and the workings of a 91-year-old employee-owned firm.

During 9 weeks, you will observe daily practice, assist on projects, build your professional network, and study for the FINRA SIE exam with company sponsorship for prep and testing if completed during the program.

Qualifications

• Strong analytical, leadership, communication, teamwork and service skills.
• Authorization to work in the U.S. is required.
• Ability to commit to the duration of the program and reside in the local area for the internship in 2027.

Responsibilities

• Work directly with experienced Financial Advisors and other professionals.
• Observe how wealth management and client service are delivered.
• Collaborate on projects supporting Advisors and clients.

Skills

Analytical

Leadership

Communication

Teamwork

Service orientation

Education

Sophomore year completed

Job description

D.A. Davidson Companies offers a paid Wealth Management Summer Internship in the Seattle/Bellevue area. Interns work directly with seasoned Financial Advisors to learn the financial services industry and the workings of a 91-year-old employee-owned firm.

During 9 weeks, you will observe daily practice, assist on projects, build your professional network, and study for the FINRA SIE exam with company sponsorship for prep and testing if completed during the program.