Private Wealth Internship: Client Support & Research

Baird; Bowling Green (KY); On-site; USD 52,000 - 55,000; Full time

Job summary

Baird in Bowling Green, KY invites motivated students to join our Private Wealth Management internship for the summer.

You will apply classroom knowledge to real projects, support Financial Advisors, prepare client meetings, and assist with market research and branch marketing. This full-time program runs Monday–Friday and starts in June 2027, offering mentorship, hands-on learning, and exposure to daily life in private wealth management.

Qualifications

• Pursuing a bachelor's degree in finance, business or related degree.
• Anticipated graduation date December 2027 or later.
• Interest in financial services and developing a career in private wealth management.
• Strong verbal and written communication skills.
• Organizational excellence with attention to detail and ability to manage multiple priorities.
• High level of motivation, proactivity and strategic thinking.
• Prior experience in an office setting is preferred.

Responsibilities

• Support projects from Financial Advisors, 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

Organizational

Teamwork

Professionalism

Office experience

Education

Bachelor’s degree pursuit in finance or business

Job description

Baird in Bowling Green, KY invites motivated students to join our Private Wealth Management internship for the summer.

You will apply classroom knowledge to real projects, support Financial Advisors, prepare client meetings, and assist with market research and branch marketing. This full-time program runs Monday–Friday and starts in June 2027, offering mentorship, hands-on learning, and exposure to daily life in private wealth management.