About the role#
This internship provides hands-on experience within our Private Wealth Management team. You will work alongside Financial Advisors, applying classroom knowledge to real-world projects. You will be treated as a core team member, contributing to our daily operations and learning about the financial services industry.
What you'll do#
- Support Financial Advisors by reviewing reports and conducting research.
- Prepare materials for client meetings and presentations.
- Assist with financial planning and market research tasks.
- Handle administrative duties, including phone calls and basic client inquiries.
- Process necessary paperwork and documentation.
- Contribute to branch marketing initiatives.
- Take on additional projects and duties as they arise.
What you'll need#
- Pursuing a bachelor’s degree in finance, business, or a related field.
- Graduation date of December 2027 or later.
- A clear 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.
- A proactive, motivated mindset and a desire to learn.
- Prior office experience is preferred.
Location & details#
- Location: Bloomington, Indiana.
- Term: Summer 2027, starting in June.
- Modality: This is an on-site, full-time position requiring 37.5 to 40 hours per week.
- Compensation: This is a paid internship.
- Sponsorship: We are not providing sponsorship for employment visa status for this role.
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.
