2023 WM Summer Internship Program

    • Job Tracking ID: 85444-349670
    • Job Location: Harrisonburg, VA
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Internship
    • Date Updated: 09/16/2022
    • Years of Experience: Any
    • Starting Date: 06/19/2023
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Job Description

At D.A. Davidson, we believe in the strength of advice. Summer Interns work directly with experienced Financial Advisors and other financial professionals, while learning about the financial services industry and our 87-year-old employee-owned firm.

The Wealth Management Summer Internship Program is a paid internship consisting of a minimum of 25 hours per week for 10 weeks, with the opportunity to glean valuable insight and wisdom from many industry veterans. You will be placed in a branch office where, over the course of the summer program, you will observe firsthand what it takes to run a successful, ethical practice serving individual investors’ needs. You will also gain hands-on experience by collaborating on various projects that support our Financial Advisors and their clients.
Additionally, the program includes an immersive, action-packed week in our Seattle corporate office, where as a group you will interact and hear from Executive and Senior Leadership and Department Heads in all areas of the firm. The agenda will feature a variety of activities, including presentations, mock interviews, community service, and team building.

If Wealth Management Research is of interest, there is a Research track available within the Internship Program. Please apply for the Seattle, WA location and indicate your interest in research on your application. For the Research internship, you will work closely with research analysts in Seattle to help publish portfolio and market commentary. The Wealth Management Research intern will also help analyze university student run equity portfolios to support D.A. Davidson’s Student Investment Program.

All Interns will have the opportunity to study and sit for the highly-coveted FINRA Securities Industry Essentials (SIE) exam. Pending completion of the SIE, studying for and taking the Series 7 General Securities exam is also offered. This is an optional, yet unique and valuable licensing opportunity, not generally offered to current college students. D.A. Davidson will sponsor you for test preparation and testing provided it is completed during the 10-week summer program.

To summarize, this internship will provide you with opportunities to:
Develop skills in wealth management
Work directly with experienced Financial Advisors
Build your professional network
Earn professional licensing

Experience and Skills

* Students must have completed at least sophomore or junior year of college prior to June 2023
* Demonstrated 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 check
* 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 will not be provided.

Locations for 2023 Wealth Management Branch Summer Interns:
Colorado Springs, CO
Encino, CA
Harrisonburg, VA
Omaha, NE
Pasadena, CA
Salt Lake City, UT
Seattle, WA
Spokane, WA

Next Steps
We are now accepting applications with a deadline of November 14, 2022. If you are interested in applying to more than one location, you will need to submit an application for each corresponding job posting.

Our interview process is as follows:
September-November 2022 - Local interviews in person or virtual
January 2023 - Final interviews for selected candidates and offers for finalists
June 19, 2023 - Internship Program begins in respective branch locations
August 18, 2023 - Internship Program concludes

For more information, contact Julie Schneider, Vice President of New FA Development and Acquisition, at (360) 571-3721 or jschneider@dadco.com.

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, gender, 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.