Private Wealth Intern: Finance & Client Support (Summer)

Baird; Minnetonka (MN); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Paid holidays

Job summary

Baird's Private Wealth Management internship offers real-world experience and a place in the team where you apply classroom knowledge to support advisors and their teams. You will gain exposure to financial planning, market research and client-ready materials while building professional relationships.

The internship runs full-time in Minnetonka, MN this summer, starting in June 2027, with 37.5–40 hours per week, Monday through Friday.

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 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.

Responsibilities

• 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.

Skills

Verbal and written communication

Organizational excellence

Motivation and proactivity

Strategic thinking

Office experience (preferred)

Education

Bachelor's degree in finance or business (pursuing)

Job description

Baird's Private Wealth Management internship offers real-world experience and a place in the team where you apply classroom knowledge to support advisors and their teams. You will gain exposure to financial planning, market research and client-ready materials while building professional relationships.

The internship runs full-time in Minnetonka, MN this summer, starting in June 2027, with 37.5–40 hours per week, Monday through Friday.