Internship – Private Wealth Management (Cleveland, OH Summer 2027)

Baird

Cleveland, OHOn-siteFull time, Internship
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Pay
$20
an hour
Location
Cleveland, OH
Work style
On-site
Job type
Full time, Internship
Posted
Oct 13
7 days ago
Career path

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About the company

Baird

Financial services · 5,001 to 10,000 employees

Baird on LinkedIn

What you'll do

  • Support Financial Advisors with projects, research, reports, meeting preparation, financial planning and market research.
  • Handle administrative tasks, calls, basic client questions, marketing initiatives, and paperwork.

What you need

  • Pursuing a bachelor’s degree in finance, business or a related field is preferred.
  • The candidate should have an anticipated graduation date of December 2027 or later; prior office experience is preferred.
  • Education: a bachelor's degree

Key skills

Organizational excellenceattention to detailmotivationproactivitystrategic thinking

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Perks

  • Paid holidays

See full description on company page, apply now

Read the full posting here
About the Role: Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Cleveland, OH office. We are seeking a student who can start in June 2027. The Impact You’ll Make: 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 What You’ll Bring to Baird: 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 Compensation and Benefits: $20.00 hourly rate Paid holidays Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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