About the role#
This internship offers a chance to gain professional experience within Private Wealth Management. You will work directly with Financial Advisors and their teams to support daily operations. Interns are treated as team members and apply classroom knowledge to real projects.
What you'll do#
- Support projects for Financial Advisors, including report reviews and research.
- Assist with financial planning and market research tasks.
- Prepare materials for client meetings and presentations.
- Manage administrative duties, including phone calls and addressing basic client questions.
- Process necessary paperwork and documentation.
- Contribute to branch marketing initiatives and provide general project support.
What you'll need#
- Current pursuit of a bachelor's 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 wealth management.
- Strong verbal and written communication skills to interact professionally with clients.
- Organizational skills to manage multiple priorities and maintain attention to detail.
- A proactive mindset with a commitment to learning and high-quality work.
- Prior office experience is preferred.
Location & details#
- Location: Janesville, Wisconsin.
- Term: Summer 2027, starting in June.
- Schedule: Full-time, 37.5-40 hours per week, Monday through Friday.
- Modality: On-site.
- Note: This position is paid. 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.
