About the role#
This internship offers students a chance to gain real-world experience in private wealth management. You will work directly with Financial Advisors and their teams, applying classroom knowledge to professional tasks. This is a full-time, paid position based in our Dallas 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 the team with financial planning and market research.
- Handle administrative tasks, phone calls, and basic client questions.
- Process paperwork and documentation.
- Contribute to branch marketing initiatives and assist with other projects as needed.
What you'll need#
- Enrollment in a bachelor’s degree program in finance, business, or a related field.
- An anticipated graduation date of December 2027 or later.
- A clear interest in building a career within private wealth management.
- Strong verbal and written communication skills.
- The ability to manage multiple priorities with high attention to detail.
- A proactive, motivated approach to learning and contributing to the team.
- Prior office experience is preferred.
Location & details#
- Location: Dallas, Texas.
- Term: Summer 2027.
- Modality: On-site, full-time (37.5 to 40 hours per week).
- Note: Baird does not provide 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.
