Private Wealth Management Internship — Launch Your Finance Career

Baird; Onalaska (WI); On-site; USD 25,000 - 36,000; Full time

Job summary

Baird’s Private Wealth Management internship provides hands-on experience in La Crosse, WI. This full-time summer role runs 37.5–40 hours weekly, starting in June 2027, and immerses you in the day-to-day life of successful Financial Advisors and their teams.

You’ll support Advisors on research, prepare client meeting materials, assist with financial planning and market research, and contribute to branch marketing. Excellent communication and organization are essential.

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 wealth management.
• Strong written and spoken communication and professional client interaction.
• Prior office experience preferred.

Responsibilities

• Support 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

Office software

Time management

Education

Bachelor's degree in finance, business or related

Anticipated graduation December 2027 or later

Job description

Baird’s Private Wealth Management internship provides hands-on experience in La Crosse, WI. This full-time summer role runs 37.5–40 hours weekly, starting in June 2027, and immerses you in the day-to-day life of successful Financial Advisors and their teams.

You’ll support Advisors on research, prepare client meeting materials, assist with financial planning and market research, and contribute to branch marketing. Excellent communication and organization are essential.