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 Oct 8

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    About the role#

    This internship offers a chance to gain professional experience within the Private Wealth Management team. You will work alongside Financial Advisors to understand their daily responsibilities and contribute to team goals. This is a full-time, on-site position based in our Columbus, Indiana 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 projects.
    • Handle administrative tasks, answer calls, and address basic client questions.
    • Contribute to branch marketing initiatives.
    • Process necessary paperwork and documentation.
    • Take on additional duties and 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 a career within private wealth management.
    • Strong verbal and written communication skills.
    • Ability to manage multiple priorities with high attention to detail.
    • Proactive and motivated approach to work.
    • Prior experience in an office setting is preferred.

    Location & details#

    • Location: Columbus, Indiana.
    • Term: Summer 2027.
    • Schedule: Full-time, Monday through Friday.
    • Compensation: This is a paid internship.
    • Sponsorship: We are not providing sponsorship for employment visa status 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.

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