Private Wealth Mgmt Internship - Summer 2027

Baird; Cleveland (OH); Sur place; USD 23 000 - 32 000; Plein temps

Avantages offerts par ce poste

Paid holidays

Hourly pay $20

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Verbal communication

Written communication

Organizational skills

Motivation & proactivity

Formation

Bachelor’s degree in finance or business (pursuing)

Description du poste

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.