Teams at D.A. Davidson Companies

Provides administrative and operational support for insurance and annuity business operations. Reviews new business orders, verifies licensing and documentation, processes carrier appointments, tracks continuing education, reconciles commissions, maintains records, supports regulatory documentation, and responds to advisor inquiries. Coordinates with carriers, vendors, compliance, accounting, and internal teams while identifying workflow and process improvements in a regulated financial services environment.

Supports Wealth Management lending, cash management, and managed asset programs by coordinating advisory fee changes, assisting cross-functional product initiatives, guiding Financial Professionals, maintaining product documentation, and monitoring industry trends. The role emphasizes accurate execution, responsive advisor support, process improvement, project coordination, and effective communication across Wealth Management, Operations, Compliance, and Advisor Solutions teams.

Paid, nine-week Wealth Management Research Internship supporting portfolio analysis, investment due diligence, equity research, market commentary, and the Student Investment Program. Interns work with research analysts and associates, contribute to ad hoc projects, participate in leadership programming, and may prepare for the FINRA SIE exam. The role requires strong academics, analytical and communication skills, teamwork, U.S. work authorization, background and credit checks, and commitment to the full program.