About the role#
This internship offers a chance to gain professional experience in private wealth management. You will work alongside Financial Advisors and their teams, applying classroom knowledge to real-world tasks. You will be treated as a team member and contribute directly to the success of the branch.
What you'll do#
- Support projects for Financial Advisors by conducting research and reviewing reports.
- Assist with financial planning and market research.
- Prepare materials for client meetings and presentations.
- Handle administrative tasks, answer calls, and address basic client questions.
- Process paperwork and documentation.
- Contribute to branch marketing initiatives.
- Perform additional duties and project support as needed.
What you'll need#
- You are pursuing a bachelor's degree in finance, business, or a related field.
- Your expected graduation date is December 2027 or later.
- You have a strong interest in financial services and building a career in private wealth management.
- You communicate clearly and professionally with clients and associates.
- You are organized, manage multiple priorities, and pay close attention to detail.
- You are motivated, proactive, and committed to learning.
- Prior office experience is preferred.
Location & details#
- Location: Rockford, Illinois.
- Term: Summer 2027, starting in June.
- Schedule: Full-time, 37.5 to 40 hours per week, Monday through Friday.
- Compensation: $20.00 per hour with paid holidays.
- This position is on-site.
- Sponsorship for employment visa status is not available.
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.
