Internship – Private Wealth Management (Madison, WI Summer 2027)

Baird Careers; Madison (WI); On-site; USD 25,000 - 30,000; Full time

Job summary

The Private Wealth Management Internship at ROBERT W. BAIRD & CO. INCORPORATED in Madison, WI offers real-world experience and meaningful project work with Financial Advisors and their teams.

This full-time summer internship (37.5–40 hours/week, Monday–Friday) starts in June 2027 and seeks students pursuing a finance or business degree with an anticipated graduation in December 2027 or later. You will support projects, prepare for client meetings, assist with financial planning and market

Qualifications

• Pursuing a bachelor’s degree in finance or business or related field.
• Anticipated graduation December 2027 or later.
• Strong communication skills, with the ability to connect with clients and colleagues.
• Organizational excellence and ability to manage multiple priorities.

Responsibilities

• Review reports and conduct research for Financial Advisors.
• Prepare for client meetings and presentations.
• Assist with financial planning and market research.
• Handle administrative tasks and answer basic client questions.
• Support branch marketing initiatives and event planning.
• Process paperwork and documents as needed.
• Contribute to project work and general team support.

Skills

Verbal and written communication

Organization & multi-tasking

Proactive thinking

Education

Bachelor's degree in finance or business (pursuing)

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 Madison, WI 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.