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

About the role

Baird’s Private Wealth Management internship in Akron offers hands-on experience supporting Financial Advisors and their teams. Interns assist with research, financial planning, client meeting preparation, administrative tasks and marketing initiatives while building professional relationships. The full-time summer internship requires 37.5–40 hours weekly, Monday through Friday, starting June 2027.

Responsibilities

• Support Financial Advisor projects, including report reviews and research.
• Prepare materials 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 provide additional project support as needed.

Program Experience

• Gain real-world experience supporting Private Wealth Management professionals.
• Participate in hands-on projects, mentorship and professional development.
• Attend intern events, firmwide networking and Baird Gives Back Day.
• Work full time during the summer in Baird’s Akron, Ohio office.

Requirements

• Be pursuing a bachelor’s degree, with finance, business or a related field preferred.
• Have an anticipated graduation date of December 2027 or later.
• Demonstrate interest in financial services and a private wealth management career.
• Communicate clearly and professionally with clients and associates.
• Manage multiple priorities with strong organization and attention to detail.
• Show motivation, proactivity, strategic thinking and commitment to learning.