Private Wealth Internship: Real-World Finance Experience

Baird; Owensboro (KY); On-site; USD 2,066,000 - 3,444,000; Full time

Benefits offered by this job

Mentorship program

Networking events

Job summary

Baird's Private Wealth Management internship offers real-world experience in a high-caliber team, with mentors guiding you through projects, client interactions, and market research. This paid summer program runs Monday–Friday, 37.5–40 hours per week, in Owensboro, KY, with a start in June 2027.

You'll gain exposure to financial planning, advisory workflows, and branch marketing activities while developing a professional network and practical skills for a career in wealth management.

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 and ensure on-time delivery.
• High level of motivation, proactivity and willingness to learn in a fast-paced environment.

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.

Skills

Communication skills

Time management

Motivation & proactivity

Office experience

Team collaboration

Education

Pursuing a bachelor's degree in finance, business or related degree

Tools

Microsoft Office

Job description

Baird's Private Wealth Management internship offers real-world experience in a high-caliber team, with mentors guiding you through projects, client interactions, and market research. This paid summer program runs Monday–Friday, 37.5–40 hours per week, in Owensboro, KY, with a start in June 2027.

You'll gain exposure to financial planning, advisory workflows, and branch marketing activities while developing a professional network and practical skills for a career in wealth management.