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Wealth Management Summer Intern at D.A. Davidson - ApplyBlast

Wealth Management Summer Intern

D.A. Davidson

1 month ago

3.4 on Glassdoor

Colorado Springs, Colorado, United States

Onsite

Internship

Intern

0 applicants

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About this role

This paid internship offers students the opportunity to work directly with experienced Financial Advisors and gain hands-on experience in wealth management. The program includes a minimum of 25 hours per week for 9 weeks, featuring branch office placements and an immersive week at the Seattle corporate office. Participants will develop professional skills, build their network, and have the opportunity to study for and sit for the FINRA Securities Industry Essentials (SIE) exam.

Responsibilities

Observe and learn wealth management practices from experienced Financial Advisors
Collaborate on projects supporting Financial Advisors and their clients
Study and sit for the FINRA Securities Industry Essentials (SIE) exam

Skills

About D.A. Davidson

dadavidson.com

Headquarters

Great Falls, Montana, United States

Company Size

1001-5000 employees

Founded

1935

View Profile

D.A. Davidson is a U.S.-based financial services firm that provides wealth management, brokerage, investment banking, capital markets, and trust services to individuals, families, businesses, and municipalities. The firm offers personalized financial planning, portfolio management, equity and fixed‑income trading, and middle‑market advisory and underwriting services. Known for a client‑focused, regional‑to‑national footprint and an employee‑owned culture, D.A. Davidson emphasizes long‑term relationships, independent research, and tailored capital solutions.