Summer Intern, Private Wealth Management — Hands-On

Baird; Miamisburg (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 Private Wealth Management internship that provides real-world experience and mentorship within a high-impact team. You will work full time during the summer, 37.5–40 hours weekly, starting in June 2027, and gain exposure to the day-to-day life of successful Financial Advisors.

You will support advisors, prepare for meetings, assist with market research, and participate in branch marketing initiatives while developing professional relationships and skills in a

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 clients and associates.
• Organizational excellence with ability to manage multiple priorities and high-quality delivery.
• Motivation, proactivity and strategic thinking with a learning mindset.
• Prior office experience is preferred.

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

Communication skills

Organizational skills

Office etiquette

Proactive learner

Education

Bachelor’s degree in finance or business (pursuing)

Job description

Baird in Dayton, OH offers a Private Wealth Management internship that provides real-world experience and mentorship within a high-impact team. You will work full time during the summer, 37.5–40 hours weekly, starting in June 2027, and gain exposure to the day-to-day life of successful Financial Advisors.

You will support advisors, prepare for meetings, assist with market research, and participate in branch marketing initiatives while developing professional relationships and skills in a