Wealth Management Summer Intern: Finance & Client Support

Baird; Alexandria (VA); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Hourly rate $20.00

Paid holidays

Job summary

Baird in Alexandria, VA invites you to join our Private Wealth Management internship this summer. You’ll gain real-world experience by supporting Financial Advisors, preparing materials for client meetings, and conducting market research while building professional relationships.

You are pursuing a bachelor’s degree in finance or business, with anticipated graduation in December 2027 or later. Strong communication, organization and a proactive mindset will help you succeed in a fast-paced,

Qualifications

• Pursuing a bachelor’s degree in finance, business or related field.
• 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

Attention to detail

Proactive mindset

Office experience

Education

Bachelor’s degree in finance or related field

Anticipated graduation December 2027 or later

Job description

Baird in Alexandria, VA invites you to join our Private Wealth Management internship this summer. You’ll gain real-world experience by supporting Financial Advisors, preparing materials for client meetings, and conducting market research while building professional relationships.

You are pursuing a bachelor’s degree in finance or business, with anticipated graduation in December 2027 or later. Strong communication, organization and a proactive mindset will help you succeed in a fast-paced,