Summer Private Wealth Internship - Finance & Client Support

Baird; Salt Lake City (UT); On-site; USD 25,000 - 30,000; Full time

Job summary

Baird in Salt Lake City invites students to join its Private Wealth Management internship, gaining hands-on experience and being treated as a valued team member. The role runs full-time during the summer, 37.5–40 hours per week, with start in June 2027.

You'll support Financial Advisors, prepare for client meetings, assist with planning and market research, and contribute to branch marketing and client service. This program emphasizes mentorship, real projects, and professional development.

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

Verbal communication

Written communication

Organizational skills

Motivation and proactivity

Strategic thinking

Office experience

Education

Bachelor's degree in finance, business or related field

Job description

Baird in Salt Lake City invites students to join its Private Wealth Management internship, gaining hands-on experience and being treated as a valued team member. The role runs full-time during the summer, 37.5–40 hours per week, with start in June 2027.

You'll support Financial Advisors, prepare for client meetings, assist with planning and market research, and contribute to branch marketing and client service. This program emphasizes mentorship, real projects, and professional development.