Wealth Management Summer Internship: Paid, SIE Prep

Lever, Inc.; Lake Oswego (OR); Hybrid; USD 23,000 - 32,000; Full time

Job summary

D.A. Davidson Companies is an independent, employee-owned firm with a long history.

The Wealth Management Summer Internship Program is a paid internship of at least 25 hours per week for 9 weeks, placed in a branch office to observe how to run a successful, ethical practice serving individual investors. The program includes an immersive week in our Seattle corporate office with executives and department heads, and all interns may study for the FINRA SIE exam, with D.A.

Qualifications

• Strong academic performance
• Authorization to work in the U.S.
• Ability to commit to the duration of the program.
• Background checks and references may be reviewed

Responsibilities

• Develop skills in wealth management
• Work directly with experienced Financial Advisors
• Build your professional network
• Earn professional licensing

Skills

Excellent analytical

Leadership

Communication

Teamwork

Customer service

Education

Sophomore year in college

Job description

D.A. Davidson Companies is an independent, employee-owned firm with a long history.

The Wealth Management Summer Internship Program is a paid internship of at least 25 hours per week for 9 weeks, placed in a branch office to observe how to run a successful, ethical practice serving individual investors. The program includes an immersive week in our Seattle corporate office with executives and department heads, and all interns may study for the FINRA SIE exam, with D.A.