Private Wealth Management Intern (Summer 2027)

Baird

Durango (CO)

On-site

USD 23,000 - 32,000

Full time

14 days+

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Benefits offered by this job

Hourly rate
Paid holidays

Job summary

Baird's Private Wealth Management internship in Durango, CO offers real-world experience, teamwork, and direct contribution to client-focused projects. This full‑time summer internship runs 37.5–40 hours per week, with start in June 2027, and emphasizes learning through hands-on projects, mentorship, and collaboration across advisory teams.

You'll assist with research, client meeting prep, and basic questions while developing skills in financial planning and market analysis within a supportive,

Qualifications

  • Pursuing a bachelor’s degree in finance, business or related degree preferred.
  • Anticipated graduation December 2027 or later.
  • Interest in financial services and private wealth management.

Responsibilities

  • Support projects from Financial Advisors (review reports, 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
Office experience
Research
Organization

Education

Pursuing a bachelor’s degree in finance or business

Job description

Baird's Private Wealth Management internship in Durango, CO offers real-world experience, teamwork, and direct contribution to client-focused projects. This full‑time summer internship runs 37.5–40 hours per week, with start in June 2027, and emphasizes learning through hands-on projects, mentorship, and collaboration across advisory teams.

You'll assist with research, client meeting prep, and basic questions while developing skills in financial planning and market analysis within a supportive,

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