Internship – Private Wealth Management

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Baird

5,001-10,000 employeesFounded 1919Milwaukee, WIFinancial Services
Actively hiringPaidSummer 2027Financial Services
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Best applied by Nov 20

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About the role#

This internship offers an opportunity to gain professional experience within Private Wealth Management. You will work alongside Financial Advisors and their teams, applying your academic knowledge to real-world projects. This is a full-time, paid position based in our Durango office for the summer of 2027.

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 responding to basic client questions.
  • Process necessary paperwork and documentation.
  • Contribute to branch marketing initiatives and provide support on various team projects as needed.

What you'll need#

  • You are currently 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.
  • Strong verbal and written communication skills are required.
  • You possess excellent organizational skills, the ability to manage multiple priorities, and high attention to detail.
  • You are motivated, proactive, and capable of strategic thinking.
  • Prior experience in an office setting is preferred.

Location & details#

  • Location: Durango, Colorado.
  • Term: Summer 2027.
  • Modality: On-site, full-time (37.5-40 hours per week).
  • Compensation: $20.00 per hour with paid holidays.
  • Note: This position does not provide visa sponsorship.

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.

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