Internship – Private Wealth Management (Charlotte, NC Summer 2027)

Baird
Charlotte
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Organizational excellence","Attention to detail","Time management","Motivation"]

Support Private Wealth Management Financial Advisors in Charlotte during a full-time summer internship (37.5–40 hours/week, Monday–Friday). You’ll assist with report reviews, research, client meeting and presentation prep, and financial planning and market research. The role also includes handling administrative tasks, calls, basic client questions, processing paperwork, and contributing to branch marketing initiatives while learning the day-to-day work of successful advisors.

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Baird
Baird
5 days ago

Internship – Private Wealth Management (Charlotte, NC Summer 2027)

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Last checked: 3 days agoStatus: Live

Job Summary

Support Private Wealth Management Financial Advisors in Charlotte during a full-time summer internship (37.5–40 hours/week, Monday–Friday). You’ll assist with report reviews, research, client meeting and presentation prep, and financial planning and market research. The role also includes handling administrative tasks, calls, basic client questions, processing paperwork, and contributing to branch marketing initiatives while learning the day-to-day work of successful advisors.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Intern level

Key Responsibilities

  • •Support projects for Financial Advisors, including reviewing reports and conducting research.
  • •Prepare for client meetings and assist with presentations.
  • •Assist with financial planning and market research activities.
  • •Handle administrative tasks such as calls, processing paperwork and documents, and basic client questions.
  • •Contribute to branch marketing initiatives and provide additional project support as needed.

Key Requirements

  • •Pursuing a bachelor’s degree in finance, business, or a related degree (preferred).
  • •Anticipated graduation date of December 2027 or later.
  • •Interest in financial services and building a career in private wealth management.
  • •Strong verbal and written communication skills with the ability to connect professionally with clients and associates.
  • •Organizational excellence with strong attention to detail and ability to manage multiple priorities.
Experience:Financial services
Education:Bachelor's in finance, business or related
Skills:CommunicationOrganizational excellenceAttention to detailTime managementMotivation

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Baird
Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Milwaukee, United States
Founded: 1919
WebsiteLinkedIn