About the role#
This internship offers a chance to gain real-world experience within our Private Wealth Management team. You will work alongside Financial Advisors and contribute directly to team projects. This is a full-time position for the summer of 2027, requiring 37.5 to 40 hours per week in our Salt Lake City office. We are looking for a student to start in June 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 tasks and market research.
- Handle administrative duties, including phone calls and answering basic client questions.
- Contribute to branch marketing initiatives.
- Process paperwork and various documents.
- Perform additional project support as needed.
What you'll need#
- Pursuit of 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.
- Organizational skills with the ability to manage multiple priorities.
- High attention to detail and a commitment to quality.
- A proactive, motivated approach to learning.
- Prior experience in an office setting is preferred.
Location & details#
- Location: Salt Lake City, Utah.
- Term: Summer 2027.
- Modality: On-site.
- Employment: Full time, paid.
- Note: We are not providing 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.
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.
