Private Wealth Management Intern: Client Support & Research

Baird; Louisville (KY); On-site; USD 25,000 - 30,000; Full time

Job summary

Baird is offering a Private Wealth Management summer internship in Louisville, KY. The role provides real‑world experience supporting Financial Advisors, researching markets, preparing client materials and handling daily administrative tasks.

The internship runs full‑time during the summer (37.5–40 hours/week) with opportunities to learn through hands‑on projects, mentorship, and firmwide events. July start is typical.

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, attention to detail, and on‑time delivery.
• High level of motivation, proactivity and strategic thinking, with a commitment to learning and contributing.

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

Organization

Proactivity

Professionalism

Education

Bachelor’s degree in finance/business related field

Job description

Baird is offering a Private Wealth Management summer internship in Louisville, KY. The role provides real‑world experience supporting Financial Advisors, researching markets, preparing client materials and handling daily administrative tasks.

The internship runs full‑time during the summer (37.5–40 hours/week) with opportunities to learn through hands‑on projects, mentorship, and firmwide events. July start is typical.