2027 Wealth Management Summer Internship Program

Posted 4 Days Ago
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Lake Oswego, OR, USA
In-Office
Internship
Financial Services
The Role
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.
Summary Generated by Built In
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

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 91-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 9 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, community service, and team building.

All Interns 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. D.A. Davidson will sponsor you for test preparation and testing provided it is completed during the 9-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
 
Qualifications:
•    Students must have completed at least sophomore year of college prior to June 2027
•    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.

2027 Locations for Wealth Management Branch Summer Interns:
 
Pasadena, CA 
Ventura, CA
Colorado Springs, CO 
Bozeman, MT
Great Falls, MT
Missoula, MT 
Lincoln, NE
Salt Lake City, UT 
Oklahoma City, OK 
Lake Oswego, OR 
Bellevue, WA 
Seattle, WA 
Spokane, WA

Next Steps 
We are accepting applications starting September 21st with a deadline of October 23, 2026. If you are interested in applying to more than one location, you will need to submit an application for each corresponding job posting.

Important dates:
October-December 2026 – Local interviews in person or virtual
December 2026 – Final interviews for selected candidates and offers for finalists 
June 14, 2027 – Internship Program begins in respective branch locations
July 2027 TBD – Intern week in Seattle
August 13, 2027 – Internship Program concludes

Please note: Participation in this internship program does not include a return offer or guarantee of future employment with D. A. Davidson.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
 
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.
 
ACKNOWLEDGMENT
Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

Skills Required

  • Complete at least sophomore year of college before June 2027
  • Strong academic performance and professional drive
  • Excellent analytical, leadership, communication, teamwork, and service skills
  • Authorization to work in the United States
  • Satisfactory background, reference, and credit check results
  • Ability to commit to the full duration of the program
  • Live locally near the branch office or have pre-existing local housing arrangements
  • Transportation and moving assistance will not be provided

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Great Falls, MT
1,144 Employees
Year Founded: 1935

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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