About the role#
This internship offers hands-on experience within our Private Wealth Management team. You will work alongside Financial Advisors, applying your classroom knowledge to real-world projects. You are treated as a team member and will gain direct insight into the daily responsibilities of our advisors. This is a full-time position requiring 37.5 to 40 hours per week, Monday through Friday.
What you'll do#
- Support projects for Financial Advisors, including report reviews and research.
- 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 necessary paperwork and documentation.
- Manage other duties and project support as needed.
What you'll need#
- Pursuit of a bachelor’s degree in finance, business, or a related field.
- An anticipated graduation date of December 2026 or later.
- An interest in building a career in private wealth management.
- Strong verbal and written communication skills.
- Organizational skills with the ability to manage multiple priorities.
- High attention to detail.
- Motivation, proactivity, and a commitment to learning.
- Prior experience in an office setting is preferred.
Location & details#
- Location: Madison, Wisconsin.
- Term: Summer 2027, starting in June.
- Modality: On-site, full-time.
- Compensation: This is a paid internship.
- Note: We are not providing 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.
