Jobs at D.A. Davidson Companies

Provides administrative and operational support for insurance and annuity business operations. Reviews new business orders, verifies licensing and documentation, processes carrier appointments, tracks continuing education, reconciles commissions, maintains records, supports regulatory documentation, and responds to advisor inquiries. Coordinates with carriers, vendors, compliance, accounting, and internal teams while identifying workflow and process improvements in a regulated financial services environment.

Coordinates wealth-planning workflows for high-net-worth clients by managing intake, scheduling, deliverables, documentation, handoffs, and planning communications. Supports advisors and senior planners, tracks capacity and reporting, coordinates events, and ensures processes meet regulatory, fiduciary, and operational standards. The role handles planning logistics and workflow coordination rather than providing financial advice.

Supports daily portfolio account reconciliation, account opening and closing, account-data maintenance, trade settlement, security-information updates, proxy-voting reconciliation, and client-report distribution. Provides backup coverage and cross-training for Operations staff while maintaining confidentiality, accuracy, compliance with firm policies, and strong service standards. May also perform special projects and additional duties supporting the team.

Supports Wealth Management lending, cash management, and managed asset programs by coordinating advisory fee changes, assisting cross-functional product initiatives, guiding Financial Professionals, maintaining product documentation, and monitoring industry trends. The role emphasizes accurate execution, responsive advisor support, process improvement, project coordination, and effective communication across Wealth Management, Operations, Compliance, and Advisor Solutions teams.

Provides in-house legal counsel on complex corporate, securities, employment, regulatory, litigation, arbitration, investigations, insurance, recruiting, and special matters. Manages outside counsel, legal filings, settlements, regulatory inquiries, employee-related claims, and internal investigations. Advises Compliance, Human Capital, Supervision, business leaders, and subsidiaries; monitors legal developments and supports policy development. Supervises the Associate General Counsel for Employment and Employee Benefits.

Paid, nine-week Wealth Management Research Internship supporting portfolio analysis, investment due diligence, equity research, market commentary, and the Student Investment Program. Interns work with research analysts and associates, contribute to ad hoc projects, participate in leadership programming, and may prepare for the FINRA SIE exam. The role requires strong academics, analytical and communication skills, teamwork, U.S. work authorization, background and credit checks, and commitment to the full program.

Paid wealth management internship supporting Financial Advisors and their clients in a branch office. Interns develop wealth management skills, collaborate on client-support projects, build professional networks, and may prepare for the FINRA Securities Industry Essentials exam. The program includes branch experience, a Seattle leadership and team-building week, community service, and professional development. Applicants must be college students with strong academics, communication and teamwork skills, U.S. work authorization, and availability for the full nine-week program.

Nine-week, full-time paid internship offering undergraduate or graduate students rotational exposure across Wealth Management departments, including Finance, Research, Wealth Planning, Managed Solutions, Practice Management, and Trust. Interns also learn about Asset Management, Investment Banking, and Fixed Income Capital Markets, develop business and leadership knowledge, and study for the FINRA SIE exam. The program is based in Seattle and requires completion of sophomore year, U.S. work authorization, background and credit checks, and full participation.

Paid nine-week wealth management internship working with Financial Advisors and financial professionals in a branch office. Interns support client-related projects, learn wealth management practices, build professional networks, participate in leadership and community activities, and may prepare for and take the FINRA Securities Industry Essentials exam. The program requires at least 25 hours per week and includes an immersive week at the Seattle corporate office.

Paid nine-week wealth management internship working with Financial Advisors in a local branch. Interns support advisor and client projects, learn wealth management practices, build professional networks, participate in Seattle-based leadership and team-building activities, and receive preparation and sponsorship for the FINRA Securities Industry Essentials exam. Applicants must be college students who can commit to the full program and live locally without relocation assistance.

Paid nine-week wealth management internship working alongside Financial Advisors in a branch office. Interns support client and advisor projects, learn wealth management, build professional networks, participate in leadership and community activities, and may prepare for and take the FINRA SIE exam. The program requires at least 25 hours weekly, local housing arrangements, U.S. work authorization, and successful background, reference, and credit checks.

Paid nine-week wealth management internship supporting Financial Advisors and their clients in a local branch office. Interns gain exposure to financial services, collaborate on advisor projects, build professional networks, participate in leadership activities and community service, and may prepare for and take the FINRA Securities Industry Essentials exam. The program includes a corporate-office week in Seattle and requires commitment to the full program duration.

Paid nine-week wealth management internship working alongside Financial Advisors in a local branch office. Interns support client-focused projects, learn wealth management practices, build professional networks, participate in leadership and community activities, and may prepare for and take the FINRA Securities Industry Essentials exam. The program includes an immersive week at the Seattle corporate office and requires students to commit to the full program duration.

Paid nine-week wealth management internship working alongside Financial Advisors in a branch office. Interns support client and advisor projects, learn wealth management and financial services, build professional networks, participate in leadership and community activities, and may prepare for and take the FINRA SIE exam. Applicants must be college sophomores or later, demonstrate strong academics and interpersonal skills, meet work authorization and screening requirements, and live near the assigned branch.

Paid nine-week wealth management internship working with Financial Advisors and supporting client-related projects in a branch office. Interns gain financial services experience, attend leadership and professional development activities in Seattle, build networks, and may prepare for and take the FINRA Securities Industry Essentials exam. Candidates must be college students who have completed at least sophomore year, demonstrate strong academic and interpersonal skills, and be authorized to work in the United States.

Paid nine-week wealth management internship working alongside Financial Advisors in a local branch. Interns support client and advisory projects, learn wealth management practices, build professional networks, participate in leadership and community activities, and may prepare for and take the FINRA Securities Industry Essentials exam. The program requires at least 25 hours weekly, local housing arrangements, U.S. work authorization, and completion of background, reference, and credit checks.

Paid nine-week wealth management internship supporting Financial Advisors and their clients. Interns gain hands-on experience in wealth management, participate in branch projects, build professional networks, engage with firm leadership, and may prepare for and take the FINRA Securities Industry Essentials exam. The program requires at least 25 hours per week, local residence or housing arrangements, U.S. work authorization, background and credit checks, and completion of the full program.

Paid nine-week wealth management internship supporting Financial Advisors and their clients in a branch office. Interns gain exposure to financial services, wealth management, client service, professional networking, and firm operations through projects, leadership presentations, community service, and team-building activities. Interns may also prepare for and take the FINRA Securities Industry Essentials exam, sponsored by D.A. Davidson during the program.

Paid nine-week wealth management internship supporting Financial Advisors and their clients in a local branch office. Interns gain hands-on experience in wealth management, participate in projects, network with firm leaders, complete community and team-building activities, and may prepare for and take the FINRA SIE exam. The program includes an immersive week at the Seattle corporate office and requires at least 25 hours weekly, local housing arrangements, U.S. work authorization, and successful background, reference, and credit checks.

Paid nine-week wealth management internship supporting Financial Advisors and their clients in a local branch office. Interns gain hands-on financial services experience, develop wealth management and professional skills, participate in projects and networking activities, and may prepare for and take the FINRA Securities Industry Essentials exam. The program includes a week at the Seattle corporate office, community service, team building, and exposure to firm leadership.