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 success. This is a full-time, paid position based in our Tucson office for the summer of 2027.
What you'll do#
- Support Financial Advisors with various projects, including report reviews and research.
- Prepare materials for client meetings and presentations.
- Assist with financial planning and market research tasks.
- Handle administrative duties, phone calls, and basic client inquiries.
- Process necessary paperwork and documentation.
- Contribute to branch marketing initiatives.
- Perform additional project support as required.
What you'll need#
- Currently pursuing a bachelor degree in finance, business, or a related field.
- Graduation date of December 2027 or later.
- Genuine interest in building a career in private wealth management.
- Strong verbal and written communication skills to interact professionally with clients and associates.
- Excellent organizational skills with the ability to manage multiple priorities.
- High attention to detail and a commitment to quality work.
- Proactive mindset and a strong desire to learn.
- Prior office experience is preferred.
Location & details#
- Location: Tucson, Arizona.
- Term: Summer 2027.
- Modality: On-site, full-time (37.5-40 hours per week).
- Note: This position does not offer employment visa sponsorship.
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.
