2021 Summer Internship Program

    • Job Tracking ID: 85444-309452
    • Job Location: Pasadena, CA
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Internship
    • Date Updated: 09/01/2020
    • Years of Experience: Any
    • Starting Date: ASAP
Invite a friend
facebook LinkedIn Twitter Email

Job Description

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

Experience and Skills


• Students must have completed at least their junior year of college prior to June 2021
• Proven strong academic performance and professional drive
• Excellent analytical, leadership, communication, teamwork, and service skills
• Authorization to work in the U.S.
• Satisfactory results of background, reference, and credit checks
• Ability to commit to the duration of the program
• Live within the local area of branch office, or have pre-existing arrangements to live in the area for the duration of the program. Transportation and/or moving assistance are not provided.

Next Steps

We will begin accepting online applications in Fall 2020 with a tentative deadline of November 1, 2020.

Our interview process is as follows:

• September-November 2020 – Local interviews in-person or via phone/video
• January 2021 – Final interviews for selected candidates and offers for finalists
• June 14, 2021 – Internship Program begins
• August 20, 2021 – Internship Program concludes

Are you ready for a top-notch opportunity? We look forward to getting to know you!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.