Private Wealth Internship: Finance & Client Support

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

Benefits offered by this job

Paid holidays

Job summary

Baird in Dayton, OH offers a summer Private Wealth Management internship designed to give students real-world experience. You will work full-time 37.5-40 hours per week, starting in June 2027, and contribute to the team on research, client meeting prep, and project support.

This hands-on program emphasizes mentorship, professional development, and networking, with paid holidays. Ideal candidates are pursuing finance or business degrees and seeking a career in private wealth management.

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 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.

Responsibilities

• 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

Skills

Communication skills

Organizational skills

Proactivity

Office experience

Interest in finance

Education

Finance/Business degree

Graduation date Dec 2027+

Job description

Baird in Dayton, OH offers a summer Private Wealth Management internship designed to give students real-world experience. You will work full-time 37.5-40 hours per week, starting in June 2027, and contribute to the team on research, client meeting prep, and project support.

This hands-on program emphasizes mentorship, professional development, and networking, with paid holidays. Ideal candidates are pursuing finance or business degrees and seeking a career in private wealth management.