*This position is available out of D.A. Davidson's offices in Bozeman, Great Falls, Helena, and Missoula, MT
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 89-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, 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 our Wealth Management Research Department research 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 9-week summer program.
The potential base pay for this role is $18.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
To summarize, this internship will provide you with opportunities to:
Qualifications:
Next Steps
We are accepting applications starting September 16th with a deadline of November 1, 2024. To apply, visit the Open Positions section of our Careers page. If you are interested in applying to more than one location, you will need to submit an application for each corresponding job posting.
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