Wealth Management Summer Internship — Paid + SIE Prep

Lever, Inc.; Missoula (MT); On-site; USD 20,000 - 29,000; Full time

Job summary

D.A. Davidson Companies invites motivated students to join the Wealth Management Summer Internship Program.

You will work directly with seasoned Financial Advisors and other professionals, gaining exposure to the financial services industry within our 90-year, employee-owned firm. The paid 9-week internship requires a minimum of 25 hours per week and includes an immersive Seattle week, plus optional SIE licensing with firm sponsorship if completed during the program.

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.
• Satisfactory results of background, reference, and credit check.
• Ability to commit to the duration of the program.
• Live within the local area of branch office or have pre-existing arrangements to live in the area for the duration of the program. Transportation and/or moving assistance will not be provided.

Responsibilities

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

Skills

Academic excellence

Professional drive

Analytical skills

Leadership

Communication

Teamwork

Service orientation

US work authorization

Background check

Program duration commitment

Local housing readiness

Education

Sophomore year or higher

Job description

D.A. Davidson Companies invites motivated students to join the Wealth Management Summer Internship Program.

You will work directly with seasoned Financial Advisors and other professionals, gaining exposure to the financial services industry within our 90-year, employee-owned firm. The paid 9-week internship requires a minimum of 25 hours per week and includes an immersive Seattle week, plus optional SIE licensing with firm sponsorship if completed during the program.