Summer Wealth Management Intern — Finance & Client Support

Baird; Town of Wausau (WI); On-site; USD 22,000 - 28,000; Full time

Job summary

Baird offers a Private Wealth Management internship in our Wausau, WI office for the summer. You will join a team of advisors and support staff, applying classroom knowledge to real client work and gaining hands-on experience.

The program emphasizes mentorship, exposure to client meetings, research, reports, and branch marketing projects, with a June 2027 start and full-time hours Monday–Friday.

Qualifications

• Pursuing a bachelor's degree in finance, business or related field.
• Anticipated graduation date December 2027 or later.
• Strong verbal and written communication skills.
• Organizational excellence with attention to detail.
• Prior office experience preferred.

Responsibilities

• Support various 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

Verbal and written communication

Organizational excellence

Motivation and proactivity

Office experience

Education

Bachelor's degree in finance or business

Graduation date Dec 2027 or later

Job description

Baird offers a Private Wealth Management internship in our Wausau, WI office for the summer. You will join a team of advisors and support staff, applying classroom knowledge to real client work and gaining hands-on experience.

The program emphasizes mentorship, exposure to client meetings, research, reports, and branch marketing projects, with a June 2027 start and full-time hours Monday–Friday.