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2027 Wealth Management Summer Internship Program

D.A. DavidsonPasadena, CA

$23+ / hour

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Overview

Schedule
Part-time
Career level
Senior-level
Remote
On-site
Compensation
$23+/hour
Benefits
Paid Community Service Time
Career Development
Tuition/Education Assistance

Job Description

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 23rd, 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.

$23 - $23 an hour

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.

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FAQs About 2027 Wealth Management Summer Internship Program Jobs at D.A. Davidson

What is the work location for this position at D.A. Davidson?
This job at D.A. Davidson is located in Pasadena, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at D.A. Davidson?
Candidates can expect a pay range of $23 (per hour).
What employment applies to this position at D.A. Davidson?
D.A. Davidson lists this role as a Part-time position.
What experience level is required for this role at D.A. Davidson?
D.A. Davidson is looking for a candidate with "Senior-level" experience level.
What benefits are offered by D.A. Davidson for this role?
D.A. Davidson offers following benefits: Paid Community Service Time, Career Development, and Tuition/Education Assistance for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at D.A. Davidson?
You can apply for this role at D.A. Davidson either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.