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 Nov 19

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About the role#

This internship offers a look into the daily work of Financial Advisors and their teams. You will gain experience by contributing to real projects and working as a member of the team. This is a full-time position requiring 37.5 to 40 hours per week, Monday through Friday.

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, phone calls, and basic client questions.
  • Process necessary paperwork and documents.
  • Contribute to branch marketing initiatives.
  • Perform other project support duties as needed.

What you'll need#

  • Pursuing a bachelor's degree in finance, business, or a related field.
  • Graduation date of December 2027 or later.
  • Interest in a career within private wealth management.
  • Strong verbal and written communication skills.
  • Organizational skills with the ability to manage multiple priorities.
  • High attention to detail.
  • Proactive and motivated approach to learning.
  • Prior office experience is preferred.

Location & details#

  • Location: Baltimore, Maryland.
  • Term: Summer 2027, starting in June.
  • Modality: On-site.
  • Compensation: $20.00 per hour with paid holidays.
  • Note: This position does not provide visa sponsorship.

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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