About the role#
This internship provides hands-on experience within our Private Wealth Management team. You will work alongside Financial Advisors, gaining insight into their daily operations while contributing to team projects. This is a full-time position for the summer of 2027, requiring 37.5 to 40 hours per week in our Nashville office.
What you'll do#
- Support Financial Advisors by conducting research and reviewing reports.
- Assist with financial planning tasks and market research.
- Prepare materials for client meetings and presentations.
- Handle administrative duties, including phone calls and answering basic client questions.
- Process necessary paperwork and documentation.
- Contribute to branch marketing initiatives.
- Take on additional project support as needed.
What you'll need#
- Currently 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 to interact professionally with clients.
- Organizational skills to manage multiple priorities and maintain attention to detail.
- A proactive, motivated approach to learning and contributing to the team.
- Prior office experience is preferred but not required.
Location & details#
- Location: Nashville, Tennessee.
- Term: Summer 2027, beginning in June.
- Modality: On-site, full-time.
- Compensation: This is a paid internship.
- Note: We are unable to provide sponsorship for employment visa status 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.
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.
