About the role#
This internship offers a chance to gain hands-on experience in private wealth management. You will work directly with Financial Advisors and their teams to support daily operations and long-term projects. This is a full-time, paid position for the summer of 2027. You will work 37.5 to 40 hours per week, Monday through Friday, in our Roseville, California office starting 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 and market research tasks.
- Handle administrative duties, answer calls, and address basic client questions.
- Contribute to branch marketing initiatives.
- Process necessary paperwork and documents.
- Assist with additional projects and duties as needed.
What you'll need#
- You are pursuing a bachelor's degree in finance, business, or a related field.
- Your expected graduation date is December 2027 or later.
- You have a clear interest in building a career in private wealth management.
- Strong verbal and written communication skills are required to connect with clients and associates.
- You demonstrate organizational excellence, the ability to manage multiple priorities, and high attention to detail.
- You are motivated, proactive, and committed to learning.
- Prior experience in an office setting is preferred.
Location & details#
- Location: Roseville, California.
- Term: Summer 2027.
- Work Modality: On-site.
- Employment Type: Full-time.
- Compensation: $20.00 per hour with paid holidays.
- 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.
