Wealth Management Summer Internship: Paid + SIE Prep

D.A. Davidson

Spokane (WA)

On-site

USD 23,000 - 32,000

Part time

9 days ago
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Benefits offered by this job

SIE exam sponsorship
Paid internship
Seattle corporate office immersion

Job summary

D.A. Davidson invites students to join its Wealth Management Summer Internship, a paid program in Washington with a minimum of 25 hours per week for 9 weeks. Interns will work at a branch office and learn how to serve individual investors under guidance from seasoned Financial Advisors.

The experience includes hands-on projects and an immersive week in the Seattle corporate office with executives and department heads. Eligible interns may study for the FINRA SIE exam, which D.A.

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 orientation
US work authorization

Education

Sophomore year completed

Job description

D.A. Davidson invites students to join its Wealth Management Summer Internship, a paid program in Washington with a minimum of 25 hours per week for 9 weeks. Interns will work at a branch office and learn how to serve individual investors under guidance from seasoned Financial Advisors.

The experience includes hands-on projects and an immersive week in the Seattle corporate office with executives and department heads. Eligible interns may study for the FINRA SIE exam, which D.A.

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