Wealth Management Summer Internship - Paid & SIE Prep

D.A. Davidson; Salt Lake City (UT); On-site; USD 5,114,000 - 7,284,000; Full time

Benefits offered by this job

Paid internship

SIE licensing sponsorship

Seattle week

Job summary

D.A. Davidson invites qualified undergraduates to join its Wealth Management Summer Internship, a paid 9-week program where you work alongside experienced Financial Advisors in selected branch offices. You will gain hands-on exposure to wealth management, observe best practices, and participate in team projects that support client needs.

The program includes a Seattle week with executives. Participants will have the chance to study for the SIE exam, with sponsorship for prep and testing if

Qualifications

• Must have completed at least sophomore year of college before June 2027.
• Strong academic performance and professional drive.
• Excellent analytical, leadership, communication, teamwork, and service skills.
• Authorization to work in the U.S.
• Pass background, reference, and credit checks.
• Able to commit to the 9-week duration and local relocation if needed.

Responsibilities

• Work directly with Financial Advisors and other professionals.
• Collaborate on projects supporting clients and advisors.
• Gain hands-on wealth management experience.
• Attend a week in Seattle with leadership.

Skills

Analytical

Leadership

Communication

Teamwork

Service

Education

Sophomore year or higher

Job description

D.A. Davidson invites qualified undergraduates to join its Wealth Management Summer Internship, a paid 9-week program where you work alongside experienced Financial Advisors in selected branch offices. You will gain hands-on exposure to wealth management, observe best practices, and participate in team projects that support client needs.

The program includes a Seattle week with executives. Participants will have the chance to study for the SIE exam, with sponsorship for prep and testing if