Summer Private Wealth Intern – Finance & Client Insights

Baird Careers; Madison (WI); On-site; USD 25,000 - 30,000; Full time

Job summary

The Private Wealth Management Internship at ROBERT W. BAIRD & CO. INCORPORATED in Madison, WI offers real-world experience and meaningful project work with Financial Advisors and their teams.

This full-time summer internship (37.5–40 hours/week, Monday–Friday) starts in June 2027 and seeks students pursuing a finance or business degree with an anticipated graduation in December 2027 or later. You will support projects, prepare for client meetings, assist with financial planning and market

Qualifications

• Pursuing a bachelor’s degree in finance or business or related field.
• Anticipated graduation December 2027 or later.
• Strong communication skills, with the ability to connect with clients and colleagues.
• Organizational excellence and ability to manage multiple priorities.

Responsibilities

• Review reports and conduct research for Financial Advisors.
• Prepare for client meetings and presentations.
• Assist with financial planning and market research.
• Handle administrative tasks and answer basic client questions.
• Support branch marketing initiatives and event planning.
• Process paperwork and documents as needed.
• Contribute to project work and general team support.

Skills

Verbal and written communication

Organization & multi-tasking

Proactive thinking

Education

Bachelor's degree in finance or business (pursuing)

Job description

The Private Wealth Management Internship at ROBERT W. BAIRD & CO. INCORPORATED in Madison, WI offers real-world experience and meaningful project work with Financial Advisors and their teams.

This full-time summer internship (37.5–40 hours/week, Monday–Friday) starts in June 2027 and seeks students pursuing a finance or business degree with an anticipated graduation in December 2027 or later. You will support projects, prepare for client meetings, assist with financial planning and market