Wealth Management Summer Internship — Paid + SIE Prep

Dadavidson; Missoula (MT); On-site; USD 21,000 - 30,000; Full time

Job summary

D.A. Davidson’s Wealth Management Summer Internship is a paid program for students to work with seasoned Financial Advisors in a branch office, totaling about 25 hours per week for 9 weeks, with hands-on projects supporting client service and wealth management.

Participants attend an immersive week at our Seattle corporate office to hear from executives and department heads, with activities including presentations, community service and team building.

Qualifications

• Must have completed at least sophomore year of college by June 2027.
• Strong academic performance and professional drive.
• Excellent analytical, leadership, communication, teamwork, and service skills.
• Authorization to work in the U.S.
• Background, reference, and credit check clearance.
• Commitment to the duration of the program.
• Must live in or near the branch area for the internship period; travel or moving assistance is not provided.

Responsibilities

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

Skills

Analytical skills

Leadership

Communication

Teamwork

Professional drive

Education

Sophomore year completed

Job description

D.A. Davidson’s Wealth Management Summer Internship is a paid program for students to work with seasoned Financial Advisors in a branch office, totaling about 25 hours per week for 9 weeks, with hands-on projects supporting client service and wealth management.

Participants attend an immersive week at our Seattle corporate office to hear from executives and department heads, with activities including presentations, community service and team building.