Summer Private Wealth Intern – Finance & Client Support

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

Benefits offered by this job

Paid holidays

Job summary

Baird Careers is offering a Private Wealth Management internship in Cleveland, OH for the summer. You will work full time (37.5–40 hours per week, Monday–Friday) starting in June 2027, contributing to advisory projects, client meeting prep, and market research.

The role emphasizes learning, collaboration with advisors, and real-world exposure to wealth management processes. You'll gain hands-on experience handling administrative tasks, supporting branch initiatives, and processing documents

Qualifications

• Pursuing a bachelor’s degree in finance, business or related degree.
• Anticipated graduation date December 2027 or later.
• Interest in financial services and private wealth management.
• Strong communication skills.
• Organizational excellence with attention to detail.
• Prior office experience 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

Strong communication

Attention to detail

Organizational skills

Proactive learner

Office experience

Education

Bachelor’s degree in finance or related field

Anticipated graduation December 2027 or later

Job description

Baird Careers is offering a Private Wealth Management internship in Cleveland, OH for the summer. You will work full time (37.5–40 hours per week, Monday–Friday) starting in June 2027, contributing to advisory projects, client meeting prep, and market research.

The role emphasizes learning, collaboration with advisors, and real-world exposure to wealth management processes. You'll gain hands-on experience handling administrative tasks, supporting branch initiatives, and processing documents