About the role#
This internship offers hands-on experience within our Private Wealth Management team. You will work alongside Financial Advisors to gain insight into their daily operations and contribute directly to team projects. This is a full-time, paid position based in our Charlotte office for the summer of 2027.
What you'll do#
- Support Financial Advisors by reviewing reports and conducting research.
- Prepare materials for client meetings and presentations.
- Assist with market research and financial planning tasks.
- Manage administrative duties, including handling calls and answering basic client questions.
- Contribute to branch marketing initiatives and help with process documentation.
What you'll need#
- Current pursuit of a bachelor’s degree in Finance, Business Administration, or a related field.
- An anticipated graduation date of December 2027 or later.
- Strong verbal and written communication skills.
- Excellent organizational skills with a high level of attention to detail.
- A proactive approach and commitment to learning.
Location & details#
- Location: Charlotte, North Carolina.
- Term: Summer 2027, starting in June.
- Schedule: Full-time, 37.5 to 40 hours per week, Monday through Friday.
- Work Modality: On-site.
- Note: This position does not offer sponsorship for employment visa status.
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.
