2027 Wealth Management Research Internship Program
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D.A. Davidson
Seattle, WA, US
Summary
The intern will work with a specialized research team to provide proprietary insights and support for Financial Advisors. Responsibilities include conducting portfolio analysis, performing investment due diligence, and assisting with the D.A. Davidson Student Investment Program.
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.
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\n$23 - $23 an hour\n
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.
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.
Business units include:
• Wealth Management
• Trust Services
• Investment Management
• Equity Capital Markets
• Investment Banking
• Fixed Income Capital Markets
Founded
1935
Company size
1,001-5,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Great Falls, Montana
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.
Business units include:
• Wealth Management
• Trust Services
• Investment Management
• Equity Capital Markets
• Investment Banking
• Fixed Income Capital Markets
Founded
1935
Company size
1,001-5,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Great Falls, Montana