About the role#
This internship offers students the chance to gain practical experience within the Wealth Planning team. You will support our professionals as they provide holistic planning services to Financial Advisors across the country. This role is a hybrid position based in Milwaukee, Wisconsin, requiring three days per week in the office and two days remote. The program begins in June 2027 and continues through the school semesters.
What you'll do#
- Assist the Wealth Planning team with plan construction and the presentation of financial analyses.
- Review and update content on BairdWeb to ensure the internal site remains current.
- Manage the team workflow queue and provide general process support.
- Build professional relationships across the Wealth Solutions Group.
- Engage with team members to explore career paths and professional development.
- Work toward completing the SIE exam.
- Handle additional projects and duties as assigned.
What you'll need#
- Current pursuit of a bachelor degree in Finance, Business, or a related field.
- A strong record of academic performance.
- An anticipated graduation date of May 2028 or later.
- A genuine interest in personal finance.
- Proficiency with Excel and other data-driven systems.
- Strong problem-solving and organizational skills.
- Ability to work effectively in a team environment.
Location & details#
- Location: Milwaukee, Wisconsin.
- Term: Summer 2027 start.
- Work Modality: Hybrid (3 days in-office, 2 days remote).
- Schedule: Full-time (37.5 to 40 hours per week) during the summer and part-time (15 to 20 hours per week) during school semesters.
- Note: Sponsorship for employment visa status is not available 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.
