Wealth Management Summer Internship: Learn from Advisors & SIE Prep

D.A. Davidson Companies; Pasadena (CA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Paid internship

SIE exam prep

Job summary

D.A. Davidson Companies in Pasadena, CA seeks a Wealth Management Summer Intern to work with experienced Financial Advisors and participate in client-focused projects. You will gain exposure to wealth management practices and support advisor teams across locations.

The internship is paid, requires a minimum of 25 hours per week for 9 weeks, and includes an immersive Seattle week with leadership speakers. Eligible students pursue the SIE exam with sponsorship.

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 required.
• Ability to commit to the duration of the program.
• Live within the local area or have pre-arranged housing for the duration.

Responsibilities

• Work directly with Financial Advisors and clients on projects.
• Observe and learn wealth management practices and client interactions.

Skills

Analytical skills

Leadership

Communication skills

Teamwork

Service orientation

Education

Sophomore student by June 2027

Job description

D.A. Davidson Companies in Pasadena, CA seeks a Wealth Management Summer Intern to work with experienced Financial Advisors and participate in client-focused projects. You will gain exposure to wealth management practices and support advisor teams across locations.

The internship is paid, requires a minimum of 25 hours per week for 9 weeks, and includes an immersive Seattle week with leadership speakers. Eligible students pursue the SIE exam with sponsorship.