2027 Wealth Management Summer Internship Program

📋 Description

• Work directly with experienced Financial Advisors and other financial professionals, learning about
• Gain hands-on experience by collaborating on various projects that support Financial Advisors and
• Develop skills in wealth management
• Build professional network
• Earn professional licensing (FINRA Securities Industry Essentials (SIE) exam)

🎯 Requirements

• 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

🎁 Benefits

• Paid internship with a minimum of 25 hours per week for 9 weeks
• Opportunity to interact with Executive and Senior Leadership and Department Heads
• Opportunity to study and sit for the FINRA Securities Industry Essentials (SIE) exam, sponsored by
• Immersive week in Seattle corporate office with presentations, community service, and team building
• Insight and wisdom from industry veterans