Private Wealth Management Intern: Finance & Client Support

Baird Careers; Owensboro (KY); On-site; USD 28,000 - 34,000; Full time

Job summary

Baird is seeking a Private Wealth Management intern to gain real-world experience and be treated as a valued team member in the Owensboro, KY office. This full-time summer internship runs 37.5–40 hours per week, with start in June 2027.

You will support Financial Advisors by reviewing reports, preparing for client meetings, assisting with financial planning and market research, and handling administrative tasks.

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, demonstrate strong attention to detail and ensure high-quality and on-time delivery.
• High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively.
• Prior experience in an office setting is preferred.
• Baird does not sponsor visa status for this position at this time.

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

Organizational skills

Proactive mindset

Interest in finance

Education

Bachelor’s degree in finance, business or related field

Job description

Baird is seeking a Private Wealth Management intern to gain real-world experience and be treated as a valued team member in the Owensboro, KY office. This full-time summer internship runs 37.5–40 hours per week, with start in June 2027.

You will support Financial Advisors by reviewing reports, preparing for client meetings, assisting with financial planning and market research, and handling administrative tasks.