Wealth Management Summer Internship

    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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    Applications close in 30 days

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    About the role#

    This paid internship offers students a chance to learn about the financial services industry at an employee-owned firm. Over nine weeks, you will work directly with experienced Financial Advisors in a branch office. You will observe how a professional practice operates and gain hands-on experience by supporting advisors and their clients. The program includes a dedicated week at our corporate office in Seattle where you will meet with Executive and Senior Leadership. Participants also have the opportunity to study for and sit for the FINRA Securities Industry Essentials exam.

    What you'll do#

    • Work alongside Financial Advisors to support client needs.
    • Collaborate on projects that assist the branch team.
    • Observe the day-to-day operations of an ethical financial practice.
    • Participate in an immersive week of presentations and team building at our corporate office.
    • Prepare for and take the FINRA Securities Industry Essentials exam.

    What you'll need#

    • Completion of at least your sophomore year of college by June 2027.
    • Pursuing a degree in Business Administration, Finance, or Economics.
    • Strong academic performance and professional drive.
    • Excellent analytical, communication, and teamwork skills.
    • Ability to commit to the full nine-week program.
    • Authorization to work in the U.S. without sponsorship.
    • Ability to live in the local area of the branch office for the duration of the program.
    • Successful completion of background, reference, and credit checks.

    Location & details#

    • This is an on-site, part-time position for Summer 2027.
    • Locations include Pasadena and Ventura, CA; Colorado Springs, CO; Bozeman, Great Falls, and Missoula, MT; Lincoln, NE; Salt Lake City, UT; Oklahoma City, OK; Lake Oswego, OR; and Bellevue, Seattle, and Spokane, WA.
    • Transportation and moving assistance are not provided.

    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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