Summer Intern: Private Wealth Management

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

Benefits offered by this job

Paid holidays

Job summary

Baird Careers in Dayton, OH offers a Private Wealth Management internship for summer 2027. The role involves supporting Financial Advisors, preparing client meetings, assisting with financial planning and market research, and handling administrative tasks in a collaborative, learning-focused environment.

Applicants should be pursuing a finance/business degree, expect to graduate Dec 2027 or later, and demonstrate proactive, detail-oriented communication.

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

Organizational skills

Attention to detail

Proactivity

Strategic thinking

Office experience

Education

Bachelor's degree in finance or business

Anticipated graduation Dec 2027 or later

Job description

Baird Careers in Dayton, OH offers a Private Wealth Management internship for summer 2027. The role involves supporting Financial Advisors, preparing client meetings, assisting with financial planning and market research, and handling administrative tasks in a collaborative, learning-focused environment.

Applicants should be pursuing a finance/business degree, expect to graduate Dec 2027 or later, and demonstrate proactive, detail-oriented communication.