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Summer interns support private wealth management teams by researching markets, reviewing reports, preparing client meetings and presentations, assisting with financial planning, handling administrative tasks and client questions, processing documents, and contributing to branch marketing initiatives. The role is full-time in the Denver office and provides hands-on exposure to Financial Advisors and private wealth management.

Supports Financial Advisors by coordinating client onboarding, account openings, paperwork, transactions, communications, CRM maintenance, reporting, regulatory compliance, client meetings, seminars, and service requests. Handles incoming calls, monitors investment-related activities, prepares meeting materials, manages client relationship workflows, and helps improve team effectiveness. The role requires strong organization, communication, accuracy, technology skills, confidentiality, and securities licensing or willingness to obtain required licenses within 18 months.

The Associate Financial Advisor assists in delivering wealth management solutions by creating financial plans, managing client relationships, and providing investment strategies while supporting financial advisors with client services.

Provide client service and operational support to Financial Advisors including onboarding, account operations, CRM management, communications, meeting/material preparation, compliance adherence, event coordination, and daily account monitoring to drive advisor business.

Lead on-site transitions of experienced Financial Advisors and their teams to Baird, supporting branch openings and acquisitions, ensuring accurate account setup, compliance adherence, client-focused onboarding, troubleshooting issues, training staff, and coordinating with internal partners to resume normal business operations.