Internship – Private Wealth Management (Charlotte, NC Summer 2027)

Baird; Charlotte (NC); On-site; USD 25,000 - 30,000; Full time

Job summary

Baird’s Private Wealth Management internship offers hands-on experience in a collaborative team. You will support Financial Advisors by reviewing reports, conducting research, and preparing for client meetings while applying classroom knowledge.

The program runs in Charlotte, NC, full-time for the summer (37.5–40 hours/week), starting June 2027; ideal candidates are pursuing a finance or business degree with strong communication and organization, aiming to learn and contribute through mentorship

Qualifications

• Pursuing a bachelor’s degree in finance, business or related degree preferred.
• Anticipated graduation date of December 2027 or later.
• Interest in financial services and Private Wealth Management career.
• Strong verbal and written communication, with client-facing clarity.

Responsibilities

• Support projects from Financial Advisors by reviewing reports and conducting research.
• Prepare for client meetings and presentations.
• Assist with financial planning and market research.
• Handle admin tasks, calls and basic client questions.
• Contribute to branch marketing initiatives.
• Process paperwork and documents.
• Perform other duties and project support as needed.

Education

Bachelor’s degree in finance or business (preferred)

Job description

About The Role

Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first‑hand experience into the day in the life of successful Financial Advisors and their teams.

This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Charlotte, NC office. We are seeking a student who can start in June 2027.

The Impact You’ll Make

• Support various projects from Financial Advisors (i.e. review reports and conduct research)
• Prepare for client meetings and presentations
• Assist with financial planning and market research
• Handle admin tasks, calls and basic client questions
• Contribute to branch marketing initiatives
• Process paperwork and documents
• Perform other duties and project support as needed

What You’ll Bring To Baird

• Pursuing a bachelor’s degree in finance, business or related degree preferred
• Anticipated graduation date of December 2027 or later
• Interest in financial services and developing a career in private wealth management
• Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates
• Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on‑time delivery
• High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively
• Prior experience in an office setting is preferred

About Our Intern Program

Jumpstart your career with Baird’s high-impact summer intern program! You’ll gain real-world experience, connect with inspiring leaders and grow through hands‑on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you’ll be part of a vibrant, collaborative culture that values your voice and fuels your future.

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status