About the role#
This internship offers a chance to gain real-world experience in private wealth management. You will work alongside Financial Advisors, acting as a team member who contributes to daily operations. This is a full-time position for Summer 2027, requiring 37.5 to 40 hours per week in our Sioux City office starting in June.
What you'll do#
- Support Financial Advisors by reviewing reports and conducting research.
- Prepare materials for client meetings and presentations.
- Assist with financial planning tasks and market research.
- Handle administrative duties, phone calls, and basic client questions.
- Process necessary paperwork and documentation.
- Contribute to branch marketing initiatives.
- Complete other project support tasks as they arise.
What you'll need#
- Enrollment in a bachelor degree program for finance, business, or a related field.
- An anticipated graduation date of December 2027 or later.
- A genuine 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 and a proactive, motivated mindset.
- Previous experience in an office environment is preferred.
Location & details#
- Location: Sioux City, Iowa.
- Term: Summer 2027.
- Work Modality: On-site.
- Employment Type: Full-time.
- Compensation: Paid internship.
- Sponsorship: We do not offer visa sponsorship for this role.
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.
