2027 Wealth Management Summer Internship Program
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 programd.a. davidsonbellevue wawealth managementfinancial advisorssummer internship$23/hournine-week programminimum 25 hours per weeksie exam opportunityseattle program weekcollege studentsjune 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
You'll be redirected to the employer's application page.
Listing ID: dd6c7c7a-add1-407d-aa06-55b45ea58142