About the role#
Our Private Wealth Management internship offers a chance to gain professional experience while working alongside Financial Advisors. You will be treated as a team member and contribute directly to our daily operations. This is a full-time, on-site role based in Cleveland, Ohio, running for the summer of 2027.
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.
- Handle administrative tasks, phone calls, and basic client questions.
- Contribute to branch marketing initiatives.
- Process paperwork and documents.
- Assist with other projects as needed.
What you'll need#
- Currently pursuing a bachelor’s degree in finance, business, or a related field.
- Anticipated graduation date of December 2027 or later.
- Strong interest in building a career in private wealth management.
- Clear verbal and written communication skills to engage with clients and associates.
- Organizational skills to manage multiple priorities and maintain attention to detail.
- A proactive, motivated approach to learning and contributing to the team.
- Prior office experience is preferred.
Location & details#
- Location: Cleveland, Ohio.
- Term: Summer 2027.
- Work Modality: Full-time, on-site, Monday-Friday.
- Compensation: This is a paid position at $20.00 per hour with 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.
