Wealth Management Summer Internship Program

    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#

    This paid summer internship program offers students the chance to work directly with experienced Financial Advisors. You will spend nine weeks in a branch office observing the daily operations of an ethical practice. The program includes a week at the corporate office in Seattle to meet with Executive and Senior Leadership. You will also have the opportunity to study and sit for the FINRA Securities Industry Essentials (SIE) exam.

    What you'll do#

    • Learn about the financial services industry from veterans.
    • Collaborate on projects that support Financial Advisors and their clients.
    • Participate in team building, community service, and presentations during the Seattle corporate office week.
    • Gain hands-on experience in wealth management.

    What you'll need#

    • Completion of at least your sophomore year of college by June 2027.
    • Pursuing a degree in Finance, Economics, or Business Administration.
    • Strong academic performance and professional drive.
    • Excellent communication, analytical, leadership, teamwork, and service skills.
    • Authorization to work in the U.S.
    • Ability to commit to the full nine-week program.
    • Residence in the local branch area or pre-existing arrangements to live there.
    • Successful completion of background, reference, and credit checks.

    Location & details#

    • Location: Ventura, California.
    • Term: Summer 2027 (June 14 to August 13).
    • Commitment: Part-time, minimum 25 hours per week.
    • Modality: On-site.

    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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