About the role#
This summer internship offers direct experience within our Private Wealth Management team. You will work alongside Financial Advisors to gain insight into their daily operations. As a full-time team member, you will apply your academic knowledge to real-world projects while building professional relationships. This position runs throughout the summer of 2027 in our downtown Milwaukee office.
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 tasks.
- Manage administrative duties, including handling calls and answering basic client questions.
- Contribute to branch marketing initiatives.
- Process necessary paperwork and documents.
- Handle additional project support as assigned.
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 clear interest in building a career in private wealth management.
- Strong verbal and written communication skills to interact with clients and associates.
- Organizational skills with the ability to manage multiple priorities.
- High attention to detail and a commitment to delivering high-quality work on time.
- A proactive mindset and a strong desire to learn.
- Prior experience in an office setting is preferred.
Location & details#
- Location: Milwaukee, Wisconsin.
- Term: Summer 2027.
- Schedule: Full-time, 37.5 to 40 hours per week, Monday through Friday.
- Compensation: This is a paid internship.
- Note: We are not providing sponsorship for employment visa status 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.
