Internship Private Wealth Management (Dayton, OH)

Robert W. Baird & Co. Incorporated Dayton , OH 45401

Posted 1 week ago

Job Description:

Are you looking to gain real world experience in a thriving, global financial services firm with an award winning culture? Consider an internship and start building your career at Baird.

About our intern program:

Our competitive intern program is a robust experience that offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative, fun, and dynamic environment. Baird's summer program activities include an Intern Welcome Event in our corporate office in Milwaukee, multiple Lunch & Learns, a Brewer's game at Miller Park, Baird Night at the Zoo, and many other informal events. Our interns have the opportunity to use a Baird Cares Day and be compensated to volunteer in the community. They are also eligible to apply for scholarships. Our informal mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm. To learn more, check out this video.

About our Private Wealth Management business:

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird's resources and expertise to create a tailored plan to ensure success as they've defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from 90+ locations in 30 states. We have been recognized on Barron's Top Wealth Management Firms for 10 consecutive years and hold over $200 billion in client assets. Check out this video to learn more about our Private Wealth Management business.

Interns are treated as valuable team members and are challenged with meaningful work while learning from experienced professionals in a collaborative, fun, and dynamic environment. We look for highly motivated, detail oriented individuals who are proactive, eager to learn and ready to contribute. Interns will gain first-hand experience into the day in the life of a successful Financial Advisor and their team.

As a Private Wealth Management Intern, you will:

  • Assist with administrative functions including answering phones and responding to basic client questions. Forwards more advanced calls to Client Specialist or Financial Advisors for handling.

  • Process paperwork and documents necessary to assist others in the department, including opening new accounts for existing clients, death distributions, and trade corrections.

  • Assist with litigation settlements.

  • Conduct cost basis research.

  • Create quarterly performance reports and distribute to clients.

  • Perform additional duties and assist with projects as assigned.

What we look for:

  • Pursuing a Bachelor's degree in Finance, business or related degree preferred.

  • Cumulative GPA of 3.0 or higher.

  • Excellent customer service skills and exceptional telephone etiquette.

  • Demonstrates a high level of professionalism and positive attitude.

  • An interest in financial services and developing a career in wealth management

  • Prior office experience in a corporate or university setting preferred.

What makes this opportunity great:

  • Apply knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationships.

  • Gain experience specifically in private wealth management, with the ability to be considered for full time opportunities post-graduation including our Foundations Program geared towards individuals whom want to become a financial advisor.

#WHO


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Chase Wealth Management Financial Advisor Dayton OH (Washington Park)

Jpmorgan Chase & Co.

Posted 5 days ago

VIEW JOBS 9/12/2019 12:00:00 AM 2019-12-11T00:00 Chase Wealth Management - Financial Advisor - Dayton, OH (Washington Park) Req #: 190087139 Location: Dayton, OH, US Job Category: Wealth Management Job Description: At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you'll be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As part of Consumer Banking, the branch-based Chase Wealth Management Financial Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. What you will possess * Teamwork and Influence. You champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion. * Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You'll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients. * Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments. * One Chase Approach. You provide a holistic view of clients' needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want. What you will receive Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually. JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy. As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran. INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Licenses, Designations, and Education * At least 1 year in a Banker role or equivalent financial services experience. * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment * Certified Financial Planning (CFP®) certification is preferred * Bachelor's degree preferred Jpmorgan Chase & Co. Dayton OH

Internship Private Wealth Management (Dayton, OH)

Robert W. Baird & Co. Incorporated