Internship – Private Wealth Management

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    Baird

    Global Financial Expertise Focused on You. Discover the Baird Difference.

    5,001-10,000 employeesFounded 1919Milwaukee, WIFinancial Services
    Actively hiringPaidSummer 2027Financial Services
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    Best applied by Oct 8

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    About the role#

    This internship provides real-world experience within our Private Wealth Management team. You will work alongside Financial Advisors and their teams to gain insight into their daily operations. This is a full-time, paid position based in our Chicago office for the summer of 2027.

    What you'll do#

    • Support Financial Advisors with research and report reviews.
    • Prepare materials for client meetings and presentations.
    • Assist with financial planning and market research projects.
    • Handle administrative tasks, phone calls, and basic client inquiries.
    • Process necessary paperwork and documentation.
    • Contribute to branch marketing initiatives.

    What you'll need#

    • Pursuing a bachelor's degree in finance, business, or a related field.
    • An anticipated graduation date of December 2027 or later.
    • A genuine interest in building a career in private wealth management.
    • Strong verbal and written communication skills.
    • Excellent organizational habits and the ability to manage multiple priorities.
    • High attention to detail and a proactive approach to your work.
    • Prior experience in an office setting is preferred.

    Location & details#

    • Location: Chicago, Illinois.
    • Term: Summer 2027, starting in June.
    • Schedule: Full-time, 37.5 to 40 hours per week, Monday through Friday.
    • Work Modality: On-site.
    • Compensation: $20.00 per hour plus paid holidays.
    • Note: We are unable to provide employment visa sponsorship for this position.

    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.

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