About the role#
This internship offers hands-on experience within our Private Wealth Management team. You will work alongside Financial Advisors, gaining insight into their daily responsibilities while contributing to team success. This is a full-time position for the summer of 2027.
What you'll do#
- Support projects for Financial Advisors, including report review and research.
- Prepare materials for client meetings and presentations.
- Assist with financial planning and market research tasks.
- Handle administrative duties, phone calls, and basic client inquiries.
- Contribute to branch marketing initiatives.
- Process necessary paperwork and documentation.
- Perform additional project support as needed.
What you'll need#
- Pursuing a bachelor’s degree in finance, business, or a related field.
- Anticipated graduation date of December 2027 or later.
- Strong interest in building a career in private wealth management.
- Clear verbal and written communication skills.
- Organizational skills with the ability to manage multiple priorities and attention to detail.
- High level of motivation, proactivity, and a commitment to learning.
- Prior experience in an office setting is preferred.
Location & details#
- Location: Milwaukee, Wisconsin.
- Term: Summer 2027.
- Modality: On-site, full-time (37.5 to 40 hours per week).
- Compensation: This is a paid internship.
- Sponsorship: We are not providing sponsorship for employment visa status.
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.
