At D.A. Davidson, we believe in the strength of advice. As a summer intern, you will work directly with experienced financial advisors and other professionals, while learning about the financial services industry and our firm. This is a tremendous opportunity to develop new skills, earn professional licensing, and build your professional network.
The Wealth Management Summer Internship Program is a paid internship consisting of a minimum of 25 hours per week for 10 weeks. The program begins with an action-packed week of training where you will learn investment management basics and gain valuable knowledge and insight from our Senior Management Team and department heads. You will participate in a variety of activities including presentations, mock interviews, networking, and client-relationship building.
Over the course of the summer program, you will gain hands-on experience working on projects supporting our financial advisors and clients. You will work on various projects including the development of a personal budget and construction of a mock wealth plan, and you will learn mutual fund evaluation skills and work together with other members of the intern class on group projects.
• Develop skills in wealth management
• Work directly with experienced financial advisors
• Build your professional network
• Interact with senior leaders
• Earn professional licensing
You will have the opportunity to acquire the highly-coveted FINRA Securities Industry Essentials (SIE) exam and Series 7 licenses! This is an optional, yet unique and valuable licensing opportunity, not generally offered to current college students. Through D.A. Davidson’s sponsorship and test preparation, interns who choose to participate will be prepared to sit for the exam no later than the last week of the program. Successful completion of the SIE exam is a prerequisite to taking the Series 7 Top Off exam.
The D.A. Davidson branch locations participating in the 2021 Summer Internship Program include the following:
• Boise, ID
• Omaha, NE
• Pasadena, CA
• Seattle, WA
• Seattle, WA – Research
• Spokane, WA