Summer Private Wealth Intern – Denver & Client Support

ROBERT W. BAIRD & CO. INCORPORATED; Denver (CO); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Paid holidays

Job summary

ROBERT W. BAIRD & CO. INCORPORATED's Private Wealth Management interns gain real-world, meaningful work experience and are treated as valuable team members, contributing to the team's success.

The internship is full-time during the summer, 37.5-40 hours per week, Monday through Friday in our Denver, CO office. We are seeking a student who can start in June 2027 and develop in a collaborative, client-focused environment.

Qualifications

• Pursuing a bachelor's degree in finance, business or related field.
• Anticipated graduation date in December 2027 or later.
• Interest in financial services and a career in private wealth management.
• Strong verbal and written communication with clients and associates.
• Organizational excellence with ability to manage multiple priorities.
• Motivation, proactivity and willingness to learn.

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

Organization

Motivation

Strategic thinking

Office experience

Education

Bachelor's degree in finance or business (pursuing)

Anticipated graduation Dec 2027 or later

Tools

Microsoft Office

Job description

ROBERT W. BAIRD & CO. INCORPORATED's Private Wealth Management interns gain real-world, meaningful work experience and are treated as valuable team members, contributing to the team's success.

The internship is full-time during the summer, 37.5-40 hours per week, Monday through Friday in our Denver, CO office. We are seeking a student who can start in June 2027 and develop in a collaborative, client-focused environment.