Wealth Management Summer Internship: Paid + SIE Prep

D.A. Davidson Companies

Missoula (MT)

On-site

USD 25,000 - 39,000

Full time

7 days ago
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Job summary

D.A. Davidson Companies invites rising college students to join its Wealth Management Summer Internship Program. You will work directly with seasoned Financial Advisors, gaining exposure to the financial services industry while supporting client-focused projects in a branch office.

The program emphasizes hands-on experience, professional networking, and an optional path to sit for the SIE exam, with sponsor support during the nine-week summer schedule.

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

Analytical skills
Leadership
Communication
Teamwork
Service mindset
Academic excellence
Work authorization in US

Education

Undergraduate student (sophomore+)

Job description

D.A. Davidson Companies invites rising college students to join its Wealth Management Summer Internship Program. You will work directly with seasoned Financial Advisors, gaining exposure to the financial services industry while supporting client-focused projects in a branch office.

The program emphasizes hands-on experience, professional networking, and an optional path to sit for the SIE exam, with sponsor support during the nine-week summer schedule.

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