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2027 Wealth Management Summer Internship Program

D.A. Davidson · Bellevue, WA · Wealth Management branch office

Compensation

From $23 /hr

Employment type

Part-time

Work setting

On-site

Location

Bellevue, WA

Schedule

Day shift

Posted

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Job overview

The 2027 Wealth Management Summer Internship Program is based at a branch office in Bellevue, WA, with an immersive program week at the Seattle corporate office. The internship pays $23 per hour and runs for nine weeks, with a minimum commitment of 25 hours per week. D.A. Davidson is an employee-owned financial services firm that emphasizes client service, integrity, and community involvement. Interns learn about wealth management by working with Financial Advisors and other financial professionals, observing branch practice, and contributing to projects that support advisors and clients. The program also offers the opportunity to prepare for and sit for the FINRA Securities Industry Essentials exam, with company sponsorship for preparation and testing if completed during the program.

What you'll do

  • Work with experienced Financial Advisors and financial professionals
  • observe branch-office wealth management practice
  • collaborate on projects supporting advisors and clients
  • participate in program activities at the Seattle corporate office
  • optionally study for and sit for the FINRA Securities Industry Essentials exam during the program.

What we're looking for

Skills & competencies
2027 wealth management summer internship program
d.a. davidson
bellevue wa
wealth management
financial advisors
summer internship
$23/hour
nine-week program
minimum 25 hours per week
sie exam opportunity
seattle program week
college students
june 14–august 13, 2027
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Paid internship
  • company-sponsored SIE test preparation and testing if completed during the nine-week program.

Why this role

Nine-week paid internship with a minimum of 25 hours per week; optional SIE exam preparation and testing sponsorship; program dates are June 14–August 13, 2027.

About the employer

D.A. Davidson is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
13-2052.00
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