Summer Private Wealth Internship - Finance & Client Support

Baird; Lexington (KY); On-site; USD 25,000 - 34,000; Full time

Job summary

Baird’s Private Wealth Management internship offers real-world experience in a collaborative office in Lexington, KY. You will contribute to the team by supporting advisors, preparing for client meetings, and conducting market research.

We seek a student pursuing a finance or business degree with an anticipated graduation in 2027 or later. The program runs full-time during the summer, 37.5–40 hours per week, Monday–Friday, with opportunities to learn and grow within the wealth management group.

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 and written communication

Organizational skills

Proactivity and strategic thinking

Attention to detail

Office experience preferred

Education

Bachelor’s degree in finance, business or related degree preferred

Anticipated graduation December 2027 or later

Job description

Baird’s Private Wealth Management internship offers real-world experience in a collaborative office in Lexington, KY. You will contribute to the team by supporting advisors, preparing for client meetings, and conducting market research.

We seek a student pursuing a finance or business degree with an anticipated graduation in 2027 or later. The program runs full-time during the summer, 37.5–40 hours per week, Monday–Friday, with opportunities to learn and grow within the wealth management group.