Private Wealth Management Intern — Summer Experience

Baird; Pittsburgh (Allegheny County); On-site; USD 28,000 - 34,000; Full time

Job summary

Baird’s Private Wealth Management internship provides real-world, meaningful work experience where interns are treated as valued team members and can directly contribute to the success of the team. You will apply classroom knowledge to develop professional experience while building meaningful relationships and gaining insight into the day-to-day life of successful Financial Advisors.

The program runs full-time during the summer (37.5–40 hours per week, Monday–Friday) in Butler, PA, with start in

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 communication and professional presentation for client interactions.

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

Strong communication

Organizational skills

Proactive mindset

Analytical thinking

Education

Bachelor’s degree in finance or business

Anticipated graduation Dec 2027 or later

Job description

Baird’s Private Wealth Management internship provides real-world, meaningful work experience where interns are treated as valued team members and can directly contribute to the success of the team. You will apply classroom knowledge to develop professional experience while building meaningful relationships and gaining insight into the day-to-day life of successful Financial Advisors.

The program runs full-time during the summer (37.5–40 hours per week, Monday–Friday) in Butler, PA, with start in