Wealth Management Summer Internship - Paid Licensing Prep

D.A. Davidson Companies; Ventura (CA); On-site; USD 4,000 - 6,000; Part time

Benefits offered by this job

SIE exam sponsorship

Job summary

D.A. Davidson Companies offers a Wealth Management Summer Internship Program designed for students seeking hands-on exposure to financial services and client advisory work.

Interns work 25 hours per week for 9 weeks, with a paid stipend, and travel to Seattle for an immersive week with executive leadership and department heads. The program includes sponsorship to study for the SIE exam and hands-on experience supporting advisors and clients.

Qualifications

• Analytical, leadership, communication and teamwork skills are required.
• Authorization to work in the U.S. is required.
• Must have completed at least sophomore year of college by June 2027.

Responsibilities

• Work with experienced Financial Advisors and other professionals.
• Assist in wealth management activities and client service projects.
• Observe and participate in branch office activities during the internship.

Skills

Analytical

Leadership

Communication

Teamwork

Service oriented

Authorization to work in the U.S

Education

Sophomore year completed by June 2027

Job description

D.A. Davidson Companies offers a Wealth Management Summer Internship Program designed for students seeking hands-on exposure to financial services and client advisory work.

Interns work 25 hours per week for 9 weeks, with a paid stipend, and travel to Seattle for an immersive week with executive leadership and department heads. The program includes sponsorship to study for the SIE exam and hands-on experience supporting advisors and clients.