Wealth Management Summer Intern

    D.A. Davidson Companies logo

    D.A. Davidson Companies

    1,001-5,000 employeesFounded 1935Great Falls, MontanaFinancial Services
    Actively hiringPaidSummer 2027Financial Services
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    About the role#

    The Wealth Management Summer Internship Program offers students a chance to learn about the financial services industry at an employee-owned firm. You will work in a branch office for nine weeks, observing how Financial Advisors run an ethical practice for individual investors. This is a paid, part-time program requiring at least 25 hours per week.

    What you'll do#

    • Work directly with Financial Advisors and other professionals.
    • Collaborate on projects that support Financial Advisors and their clients.
    • Travel to the Seattle corporate office for an immersive week of presentations, community service, and team building with leadership.
    • Study for and sit for the FINRA Securities Industry Essentials (SIE) exam, with sponsorship provided for test preparation and testing.

    What you'll need#

    • Completion of at least sophomore year of college by June 2027.
    • Pursuing a degree in Business Administration, Finance, or Economics.
    • Strong academic performance and professional drive.
    • Excellent analytical, leadership, communication, teamwork, and service skills.
    • Authorization to work in the U.S.
    • Ability to pass a background, reference, and credit check.
    • Ability to commit to the full nine-week program.
    • Residency in the local area of the branch office or pre-existing arrangements to live there, as no moving assistance is provided.

    Location & details#

    This is an on-site internship for Summer 2027. Positions are available in the following branch locations:

    • Pasadena, CA
    • Ventura, CA
    • Colorado Springs, CO
    • Bozeman, MT
    • Great Falls, MT
    • Missoula, MT
    • Lincoln, NE
    • Salt Lake City, UT
    • Oklahoma City, OK
    • Lake Oswego, OR
    • Bellevue, WA
    • Seattle, WA
    • Spokane, WA

    About D.A. Davidson Companies

    D.A. Davidson Companies is a diversified financial services firm founded in 1935. Based in Great Falls, Montana, the company operates seven business units including wealth management, trust services, and investment banking. It employs over 1,500 people across the United States. The firm functions as an employee-owned organization that focuses on providing personalized financial strategies for its clients.

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    How to get in at D.A. Davidson Companies

    Securing an internship at D.A. Davidson Companies often requires speed, as early applicants are frequently reviewed before the candidate pool becomes crowded. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, helping you apply among the first. This timing can be the difference between your resume being seen and it being lost in a large stack of applications. You can use this advantage to ensure you are always in the running for new openings. Beyond timing, reaching out to the right person is a reliable way to stand out. Intern Insider surfaces the recruiters behind the company's roles so you can reach out directly to ask about the position or a referral. Connecting with a human contact often improves your response rates compared to submitting through a general portal. It is a practical way to show genuine interest in the firm.

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