About the role#
This internship offers a chance to gain real-world experience in private wealth management. You will work alongside Financial Advisors and their teams, applying classroom knowledge to professional tasks. This is a full-time position for the summer of 2027, requiring 37.5 to 40 hours per week in our Lexington office.
What you'll do#
- Support projects for Financial Advisors, 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 questions.
- Contribute to branch marketing initiatives.
- Process documents and paperwork.
- Take on other duties as needed to support the team.
What you'll need#
- You are pursuing a bachelor's degree in finance, business, or a related field.
- Your anticipated graduation date is December 2027 or later.
- You have a clear interest in financial services and a career in private wealth management.
- You communicate well, both verbally and in writing.
- You are organized, detail-oriented, and able to manage multiple priorities.
- You are motivated, proactive, and ready to learn.
- Previous office experience is preferred.
Location & details#
- Location: Lexington, Kentucky.
- Term: Summer 2027, beginning in June.
- Schedule: Full-time, Monday through Friday.
- Compensation: This is a paid position.
- Sponsorship: We are not offering employment visa sponsorship 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.
