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 in our Great Falls, Montana, home office 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 closely with Research Analysts to help publish portfolio and market commentary. Our Intern will also help analyze University Student run equity portfolios to support D.A. Davidson’s Student Investment Program. You may also work on various projects, including the construction of a mock wealth plan and you will learn mutual fund evaluation skills.
• Develop skills in wealth management research
• Work directly with experienced research analysts
• Build your professional network
• Interact with senior leaders
• Earn professional licensing
You will have the opportunity to study and sit for the highly-coveted FINRA Securities Industry Essentials (SIE) exam. 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.
The following D.A. Davidson branch locations are participating in the 2022 Summer Internship Program:
* Bozeman, MT
* Colorado Springs, CO
* Encino, CA
* Pasadena, CA
* Seattle, WA - Research
* Seattle, WA - Wealth Management
* Spokane, WA
If you are interested in applying to more than one location, please submit an application for each corresponding job posting.