Summer Private Wealth Internship: Finance & Client Impact

Baird; Lexington (VA); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Mentorship

Intern Welcome

Baird Gives Back Day

Job summary

Baird's Private Wealth Management interns gain real-world experience and are treated as valuable team members, directly contributing to the team's success. The program runs full-time in the summer, 37.5-40 hours per week, Monday–Friday in our Lexington, KY office, with an expected start date in June 2027.

You'll support projects, prepare for client meetings, assist with financial planning and market research, and help with branch marketing and paperwork while developing professional

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

Verbal communication

Written communication

Organizational skills

Education

Bachelor’s degree in finance/business

Job description

Baird's Private Wealth Management interns gain real-world experience and are treated as valuable team members, directly contributing to the team's success. The program runs full-time in the summer, 37.5-40 hours per week, Monday–Friday in our Lexington, KY office, with an expected start date in June 2027.

You'll support projects, prepare for client meetings, assist with financial planning and market research, and help with branch marketing and paperwork while developing professional