Private Wealth Internship: Finance Projects & Client Prep

Baird

Madison (WI)

On-site

USD 25,000 - 30,000

Full time

6 days ago

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Benefits offered by this job

Mentorship program

Networking events

Professional development

Job summary

Baird's Private Wealth Management internship in Madison, WI offers real‑world, hands‑on experience alongside Financial Advisors and their teams. You will apply classroom knowledge to develop professional skills while building meaningful relationships.

This full‑time summer internship runs 37.5–40 hours per week and starts in June 2027. You will support projects, prepare for client meetings, assist with financial planning and market research, handle admin tasks, contribute to branch marketing,

Qualifications

Pursuing a bachelor’s degree in finance, business or related field 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 ability to manage multiple priorities and deliver high-quality work on time.
Proactive, motivated, and eager to contribute and learn.
Prior office experience is preferred.

Responsibilities

Support various 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.