Summer Private Wealth Internship: Finance Insight

ROBERT W. BAIRD & CO. INCORPORATED; Minnetonka (MN); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Hourly wage $20

Paid holidays

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Private Wealth Management Intern for the summer in Minnetonka, MN.

The role offers full-time summer hours (37.5–40 per week) starting in June 2027 and provides exposure to real client work, research, and meetings. You will support Financial Advisors, prepare client meeting materials, assist with financial planning, and help with branch marketing and administrative tasks, while developing professional relationships and learning the day-to-day life

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 skills

Organization

Proactivity & strategic thinking

Multitasking

Office experience

Education

Bachelor’s degree in finance or business

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Private Wealth Management Intern for the summer in Minnetonka, MN.

The role offers full-time summer hours (37.5–40 per week) starting in June 2027 and provides exposure to real client work, research, and meetings. You will support Financial Advisors, prepare client meeting materials, assist with financial planning, and help with branch marketing and administrative tasks, while developing professional relationships and learning the day-to-day life