Private Wealth Management Summer Intern

Baird; Peoria (AZ); On-site; USD 25,000 - 39,000; Full time

Job summary

Baird is seeking a Private Wealth Management intern for the summer in our Phoenix, Scottsdale, Kierland, Sun City and Chandler branches. The internship runs full-time (37.5–40 hours/week) during the summer, with start in June 2027.

You will gain hands-on exposure to financial advisors, client meetings, research and branch projects. You will work closely with advisors, participate in training and networking events, and develop foundational skills for a career in private wealth management within a

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

Organization

Proactiveness

Client interaction

Research

Office experience

Education

Bachelor’s degree in finance or business (preferred)

Anticipated graduation Dec 2027 or later

Tools

Microsoft Office

Job description

Baird is seeking a Private Wealth Management intern for the summer in our Phoenix, Scottsdale, Kierland, Sun City and Chandler branches. The internship runs full-time (37.5–40 hours/week) during the summer, with start in June 2027.

You will gain hands-on exposure to financial advisors, client meetings, research and branch projects. You will work closely with advisors, participate in training and networking events, and develop foundational skills for a career in private wealth management within a