The Wealth Management Research Summer Internship is a track of our traditional Wealth Management Intern Program offering a unique opportunity to work with our dedicated research team based in our Wealth Management headquarters in downtown Seattle, WA.
As a Wealth Management Research Intern, you will work directly with a specialized team of four Research Analysts and two Research Associates who provide proprietary research and insights to the firm's Financial Advisors. The team maintains three primary Separately Managed Account (SMA) portfolios and an Equity Research coverage universe of approximately 55 stocks. As an intern, you will gain exposure to portfolio analysis, investment due diligence, and the creation of market commentary that directly supports our Advisors and their clients.
A key project will involve assisting in the analysis and coordination of the D.A. Davidson Student Investment Program, which provides funded accounts to 21 universities. In addition, you will provide analytical support and contribute to various ad-hoc projects.
This paid, 9-week internship consists of a minimum of 25 hours per week and includes an immersive Intern Week, where you will interact with Executive and Senior Leadership from all areas of the firm. All interns will have the opportunity to study for and sit for the FINRA Securities Industry Essentials (SIE) exam.
Requirements:
• Postgraduate and Class of 2027 Undergraduates preferred
• Strong academic performance and professional drive
• Proven analytical leadership communication teamwork and service skills
• Authorization to work in the US
• Satisfactory results of background reference and credit checks
• Ability to commit to the duration of the program
Location: Seattle, WA
Important Dates:
Program Dates: June 14 – August 13, 2027
Application Window: September 21 – October 23, 2026
Interviews: October/November 2026
Offers: by Dec. 31, 2026
Please note: Participation in this internship program does not include a return offer or guarantee of future employment with D. A. Davidson.
Skills Required
- Postgraduate student or Class of 2027 undergraduate
- Strong academic performance
- Professional drive
- Analytical skills
- Leadership skills
- Communication skills
- Teamwork skills
- Service skills
- Authorization to work in the United States
- Satisfactory background check results
- Satisfactory reference check results
- Satisfactory credit check results
- Ability to commit to the full program duration
D.A. Davidson Companies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about D.A. Davidson Companies and has not been reviewed or approved by D.A. Davidson Companies.
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Equity Value & Accessibility — Employee ownership through an ESOP is positioned as a core part of total rewards, complementing cash compensation. Ownership is framed as adding long‑term value alongside other benefits.
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Retirement Support — 401(k) options and company contributions via profit‑sharing are highlighted as part of the package. Early eligibility and combined ESOP/401(k) design can materially boost long‑term retirement savings when the firm performs well.
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Parental & Family Support — Paid parental, adoption, and surrogacy leave are explicitly offered. Broader paid time off and holidays are emphasized in role materials.
D.A. Davidson Companies Insights
What We Do
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.
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