About the role#
This internship provides experience in private wealth management. You will work directly with Financial Advisors and their teams to gain insight into the industry. Interns are treated as team members and contribute to the success of the office. This is a full-time position requiring 37.5 to 40 hours per week.
What you'll do#
- Support Financial Advisors by reviewing reports and conducting research.
- Prepare materials for client meetings and presentations.
- Assist with financial planning and market research tasks.
- Handle administrative duties, phone calls, and basic client questions.
- Contribute to branch marketing initiatives.
- Process paperwork and various documents.
- Perform other project support as needed.
What you'll need#
- Pursuing a bachelor's degree in finance, business, or a related field.
- Graduation date of December 2027 or later.
- Interest in a career in private wealth management.
- Strong verbal and written communication skills.
- Organizational skills with the ability to manage multiple priorities.
- High attention to detail.
- Motivation, proactivity, and a commitment to learning.
- Prior office experience is preferred.
Location & details#
- Location: Cleveland, Ohio.
- Term: Summer 2027, starting in June.
- Modality: On-site, Monday through Friday.
- Compensation: $20.00 per hour plus paid holidays.
About Baird
Baird is a financial services firm founded in 1919. Based in Milwaukee, the company provides wealth management, investment banking, asset management, and equity research services. It operates as a privately held organization with over 5,700 employees. The firm manages or oversees more than 560 billion dollars in client assets.
How to get in at Baird
Securing an internship at Baird requires speed because early applicants often have their resumes reviewed before the candidate pool becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published, which helps you apply among the first. This timing is a real advantage when competing for spots at a firm with a long history of internal promotion. You can also improve your chances by reaching out to the right people. Intern Insider surfaces the recruiters behind Baird roles so you can contact them directly to ask about the position or a referral. Engaging a recruiter directly often leads to better response rates than submitting an application into a general queue.
