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

Baird•Cleveland, OH

5d•Onsite

About The Position

The Private Wealth Management internship provides meaningful, real-world work experience as a contributing member of a team. Interns apply classroom knowledge, build professional relationships, and gain firsthand exposure to the work of Financial Advisors and their teams. This internship is based in Baird’s Cleveland, Ohio office and requires full-time summer work, 37.5–40 hours per week, Monday through Friday. The candidate should be available to start in June 2027.

Requirements

Pursuing a bachelor’s degree in finance, business, or a related field; a relevant degree is 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, including the ability to communicate clearly and professionally with clients and associates.
Organizational excellence and the ability to manage multiple priorities, maintain strong attention to detail, and deliver high-quality work on time.
High motivation, proactivity, and strategic thinking, with a strong commitment to learning and contributing effectively.
Available to work full time during the summer, 37.5–40 hours per week, Monday through Friday, in the Cleveland office, and able to start in June 2027.

Nice To Haves

Prior experience in an office setting.

Responsibilities

Support Financial Advisor projects, including reviewing reports and conducting research.
Prepare for client meetings and presentations.
Assist with financial planning and market research.
Handle administrative tasks, calls, and basic client questions.
Contribute to branch marketing initiatives.
Process paperwork and documents.
Perform other duties and provide project support as needed.