About the role#
As a Private Wealth Management intern, you will gain hands-on experience by working alongside Financial Advisors and their teams. You will act as a member of the team, applying classroom knowledge to professional tasks while learning the daily responsibilities of wealth management professionals.
What you'll do#
- Support Financial Advisors with various projects, including research and report reviews.
- Prepare materials for client meetings and presentations.
- Assist with financial planning and market research.
- Handle administrative tasks, phone calls, and basic client inquiries.
- Contribute to branch marketing initiatives.
- Process necessary paperwork and documentation.
- Manage other duties and project support as assigned.
What you'll need#
- Currently pursuing a bachelor degree in finance, business, or a related field.
- An anticipated graduation date of December 2027 or later.
- A genuine interest in the financial services industry and a career in private wealth management.
- Strong verbal and written communication skills.
- Organizational skills with the ability to manage multiple priorities and attention to detail.
- A high level of motivation, proactivity, and strategic thinking.
- Prior experience in an office setting is preferred.
Location & details#
- Location: Cedar Rapids, Iowa.
- Term: Summer 2027, starting in June.
- Schedule: Full-time, 37.5 to 40 hours per week, Monday through Friday.
- Modality: On-site.
- This position is paid. Sponsorship for employment visa status is not provided.
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.
