Private Wealth Management Intern - Real-World Experience

Baird; Waukesha (WI); On-site; USD 28,000 - 39,000; Full time

Job summary

Baird’s Private Wealth Management internship offers real‑world, meaningful work experience. Interns are treated as valuable team members and directly contribute to the team’s success by applying classroom knowledge to develop professional experience and build relationships with clients and colleagues.

This full‑time summer program runs 37.5–40 hours per week in the Waukesha, WI office, with a June 2027 start date, providing exposure to financial analysis, client meetings, market research and

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.

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 skills

Attention to detail

Organizational skills

Motivation and initiative

Office experience

Education

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

Anticipated graduation December 2027 or later

Job description

Baird’s Private Wealth Management internship offers real‑world, meaningful work experience. Interns are treated as valuable team members and directly contribute to the team’s success by applying classroom knowledge to develop professional experience and build relationships with clients and colleagues.

This full‑time summer program runs 37.5–40 hours per week in the Waukesha, WI office, with a June 2027 start date, providing exposure to financial analysis, client meetings, market research and