Wealth Management Summer Internship — Paid + SIE Prep

Lever, Inc.; Great Falls (MT); On-site; USD 21,000 - 29,000; Full time

Benefits offered by this job

Paid internship

SIE sponsorship

Licensing opportunities

Job summary

D.A. Davidson Companies is offering a Wealth Management Summer Internship Program in which students work directly with seasoned Financial Advisors to learn the financial services industry during a 9-week paid internship.

You will gain hands-on experience by supporting projects for Advisors and clients in regional branches. The program includes an immersive Seattle week plus sponsorship for the FINRA SIE exam, with additional licensing opportunities and local interview dates in late 2026.

Qualifications

• Students must have completed at least sophomore year of college prior to June 2027.
• Demonstrated strong academic performance and professional drive.
• Excellent analytical, leadership, communication, teamwork, and service skills.
• Authorization to work in the U.S.

Responsibilities

• Work directly with experienced Financial Advisors and other financial professionals.
• Observe firsthand what it takes to run a successful, ethical practice serving individual investors’ needs.
• Collaborate on projects that support Financial Advisors and their clients.
• Glean valuable insight and wisdom from industry veterans and participate in licensing opportunities.

Skills

Analytical skills

Leadership

Communication

Teamwork

Service mindset

Authorization to work in the U.S.

Education

Sophomore year completed by June 2027

Job description

D.A. Davidson Companies is offering a Wealth Management Summer Internship Program in which students work directly with seasoned Financial Advisors to learn the financial services industry during a 9-week paid internship.

You will gain hands-on experience by supporting projects for Advisors and clients in regional branches. The program includes an immersive Seattle week plus sponsorship for the FINRA SIE exam, with additional licensing opportunities and local interview dates in late 2026.