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. This is a full-time, on-site role based in Butler, Pennsylvania, running 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 projects.
- Handle administrative tasks, answer calls, and address basic client questions.
- Process paperwork and documentation.
- Contribute to branch marketing initiatives.
- Perform additional project support as needed.
What you'll need#
- Pursuing a bachelor’s degree in finance, business, or a related field.
- Graduation date of December 2027 or later.
- Interest in building a career in private wealth management.
- Strong verbal and written communication skills to interact with clients and associates.
- Organizational skills with the ability to manage multiple priorities.
- High attention to detail and a commitment to quality work.
- Proactive mindset and a willingness to learn.
- Previous experience in an office setting is preferred.
Location & details#
- Location: Butler, Pennsylvania.
- Term: Summer 2027.
- Schedule: Full-time, Monday through Friday, 37.5 to 40 hours per week.
- Sponsorship: Baird does not provide employment visa sponsorship for this position.
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.
