Wealth Management Summer Internship - Paid & SIE Prep

D.A. Davidson; Great Falls (MT); On-site; USD 20,000 - 29,000; Full time

Benefits offered by this job

SIE exam sponsorship

Job summary

D.A. Davidson in Montana offers a Wealth Management Summer Internship. This paid program runs 9 weeks at a minimum of 25 hours per week, with placement in a branch where you will observe and assist in serving individual investors.

You will work with seasoned Financial Advisors and other professionals to gain hands-on experience in the financial services industry. All interns have the chance to study for the FINRA SIE exam, with sponsorship for prep and testing if completed during the program.

Qualifications

• Completed at least sophomore year of college prior to June 2027.
• Excellent analytical, leadership, communication, teamwork and service skills.
• Authorization to work in the U.S.
• Satisfactory background, reference and credit check.

Responsibilities

• Develop wealth management skills and knowledge.
• Work directly with experienced Financial Advisors and other professionals.
• Build professional network and observe best practices in client service.
• Earn professional licensing opportunities during the program.

Skills

Analytical skills

Leadership

Communication

Teamwork

Service orientation

Education

Sophomore year completed

Job description

D.A. Davidson in Montana offers a Wealth Management Summer Internship. This paid program runs 9 weeks at a minimum of 25 hours per week, with placement in a branch where you will observe and assist in serving individual investors.

You will work with seasoned Financial Advisors and other professionals to gain hands-on experience in the financial services industry. All interns have the chance to study for the FINRA SIE exam, with sponsorship for prep and testing if completed during the program.