2027 Wealth Management Research Internship Program

@ D.A. Davidson
D.A. Davidsond.a.davidson.com

2027 Wealth Management Research Internship Program

Seattle, WA
Posted 1 week ago

About the job

D.A. Davidson Companies, an independent, employee-owned firm with 90+ years of experience, promotes integrity and community. The Wealth Management Research Intern Program offers exposure to portfolio analysis, market research, and interaction with senior leaders in Seattle.

Requirements

  • Postgraduate or Class of 2027 undergraduates
  • Strong academic performance
  • Analytical, leadership, communication skills
  • US work authorization
  • Background and credit checks

Qualifications

  • Passion for finance and investing
  • Ability to commit to 9-week program
  • Teamwork and service orientation
  • Interest in research and markets

Full 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.

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.


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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