Internship – Private Wealth Management

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Baird

Global Financial Expertise Focused on You. Discover the Baird Difference.

5,001-10,000 employeesFounded 1919Milwaukee, WIFinancial Services
Actively hiringPaidSummer 2027Financial Services
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Best applied by Jan 3

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About the role#

This internship provides real-world experience within our Private Wealth Management team. You will work alongside Financial Advisors and their teams to gain insight into their daily operations. This is a full-time, paid position based in our Chicago office for the summer of 2027.

What you'll do#

  • Support Financial Advisors with research and report reviews.
  • Prepare materials for client meetings and presentations.
  • Assist with financial planning and market research projects.
  • Handle administrative tasks, phone calls, and basic client inquiries.
  • Process necessary paperwork and documentation.
  • Contribute to branch marketing initiatives.

What you'll need#

  • Pursuing a bachelor's degree in 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.
  • Excellent organizational habits and the ability to manage multiple priorities.
  • High attention to detail and a proactive approach to your work.
  • Prior experience in an office setting is preferred.

Location & details#

  • Location: Chicago, Illinois.
  • Term: Summer 2027, starting in June.
  • Schedule: Full-time, 37.5 to 40 hours per week, Monday through Friday.
  • Work Modality: On-site.
  • Compensation: $20.00 per hour plus paid holidays.
  • Note: We are unable to 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.

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Private Wealth Intern

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