Internship – Private Wealth Management (Cleveland, OH Summer 2027)

Baird; Cleveland (OH); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Paid holidays

Hourly pay $20

Job summary

Baird in Cleveland, OH is seeking a Private Wealth Management Intern to gain real-world experience and contribute to the team. You will assist with research, client materials, and day-to-day support under guidance.

This full-time summer internship runs 37.5–40 hours per week, starting in June 2027. Ideal candidates are pursuing finance or business degrees with strong communication and organizational skills.

Qualifications

• Pursuing a bachelor’s degree in finance, business or related degree preferred.
• Anticipated graduation date of December 2027 or later.
• Interest in financial services and developing a career in private wealth management.
• Strong verbal and written communication with clients and colleagues.
• Organizational excellence and ability to manage multiple priorities.

Responsibilities

• Support various projects from Financial Advisors (review reports and research).
• Prepare for client meetings and presentations.
• Assist with financial planning and market research.
• Handle admin tasks, calls and basic client questions.
• Contribute to branch marketing initiatives.
• Process paperwork and documents.
• Perform other duties and project support as needed.

Skills

Verbal communication

Written communication

Organizational skills

Motivation & proactivity

Education

Bachelor’s degree in finance or business (pursuing)

Job description

About The Role

Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams.

About The Role

Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams.

This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Cleveland, OH office. We are seeking a student who can start in June 2027.

The Impact You’ll Make

• Support various projects from Financial Advisors (i.e. review reports and conduct research)
• Prepare for client meetings and presentations
• Assist with financial planning and market research
• Handle admin tasks, calls and basic client questions
• Contribute to branch marketing initiatives
• Process paperwork and documents
• Perform other duties and project support as needed

What You’ll Bring To Baird

• Pursuing a bachelor’s degree in finance, business or related degree preferred
• Anticipated graduation date of December 2027 or later
• Interest in financial services and developing a career in private wealth management
• Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates
• Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery
• High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively
• Prior experience in an office setting is preferred

Compensation And Benefits

• $20.00 hourly rate
• Paid holidays