Private Wealth Intern — Summer, Mentorship & Hands-On

Baird; Chandler (AZ); On-site; USD 28,000 - 34,000; Full time

Job summary

Baird’s Private Wealth Management internship offers hands‑on experience in a collaborative team environment, with exposure to financial planning and client interactions. You’ll apply classroom knowledge to real projects while building relationships and professional skills within the branch network.

This full‑time summer program runs 37.5-40 hours per week, beginning in June 2027, across Phoenix, Scottsdale, Kierland, Sun City and Chandler locations, and emphasizes mentorship, learning, and

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.

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

Communication skills

Organizational skills

Proactive mindset

Team collaboration

Education

Bachelor’s degree expected

Tools

Microsoft Office

Job description

Baird’s Private Wealth Management internship offers hands‑on experience in a collaborative team environment, with exposure to financial planning and client interactions. You’ll apply classroom knowledge to real projects while building relationships and professional skills within the branch network.

This full‑time summer program runs 37.5-40 hours per week, beginning in June 2027, across Phoenix, Scottsdale, Kierland, Sun City and Chandler locations, and emphasizes mentorship, learning, and