Wealth Management Summer Internship - Paid, SIE Prep Included

Lever, Inc.; Pasadena (CA); On-site; USD 28,000 - 36,000; Part time

Benefits offered by this job

Paid internship

Job summary

D.A. Davidson Companies offers a Wealth Management Summer Internship Program, a paid position of at least 25 hours per week for 9 weeks. You will work with experienced Financial Advisors in a local branch and participate in projects that support client needs.

The program includes a Seattle week with executives, the opportunity to study for the FINRA SIE exam with sponsorship, and a chance to build your professional network while learning about the financial services industry.

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 wealth management knowledge by working with Financial Advisors.
• Collaborate on projects that support advisors and clients.
• Participate in a week in Seattle with executives and department heads.

Skills

Analytical

Leadership

Communication

Teamwork

Service mindset

Education

Sophomore year completed

Authorization to work in the U.S.

Job description

D.A. Davidson Companies offers a Wealth Management Summer Internship Program, a paid position of at least 25 hours per week for 9 weeks. You will work with experienced Financial Advisors in a local branch and participate in projects that support client needs.

The program includes a Seattle week with executives, the opportunity to study for the FINRA SIE exam with sponsorship, and a chance to build your professional network while learning about the financial services industry.