About the role#
This internship offers a look into the daily operations of Financial Advisors and their teams. You will gain hands-on experience by applying your classroom knowledge to real projects. Interns are treated as team members and contribute directly to the success of the branch.
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 tasks.
- Handle administrative duties, including phone calls and basic client inquiries.
- Contribute to local branch marketing efforts.
- Process necessary paperwork and documentation.
- Take on additional project support as needed.
What you'll need#
- You are currently pursuing a bachelor’s degree in finance, business, or a related field.
- Your expected graduation date is December 2027 or later.
- You have a genuine interest in building a career in private wealth management.
- You communicate clearly and professionally with clients and team members.
- You are highly organized, can manage multiple priorities, and pay close attention to detail.
- You bring a proactive, motivated mindset to your work.
- Previous office experience is preferred.
Location & details#
- This is a full-time, on-site position located in Fort Worth, Texas.
- The internship takes place during the summer of 2027, with a start date in June.
- You will work 37.5 to 40 hours per week, Monday through Friday.
- This position is paid.
- Baird does not provide sponsorship for employment visa status for this role.
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.
How to get in at Baird
Securing an internship at Baird requires speed because early applicants often have their resumes reviewed before the candidate pool becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published, which helps you apply among the first. This timing is a real advantage when competing for spots at a firm with a long history of internal promotion. You can also improve your chances by reaching out to the right people. Intern Insider surfaces the recruiters behind Baird roles so you can contact them directly to ask about the position or a referral. Engaging a recruiter directly often leads to better response rates than submitting an application into a general queue.
