Wealth Management Intern: Hands-On Finance & Client Support

Baird Careers; Edina (MN); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Paid holidays

Job summary

Baird is offering a Private Wealth Management internship in Edina, MN for the summer of 2027. The position is full-time during the summer, 37.5–40 hours per week, Monday–Friday, with a start in June 2027.

You will gain real-world experience supporting Financial Advisors, preparing for client meetings, and conducting market research while contributing to branch marketing and project support. This program emphasizes mentorship and hands-on development in a collaborative culture.

Qualifications

• Pursuing a bachelor’s degree in finance, business or related degree preferred
• Anticipated graduation date December 2027 or later
• Interest in financial services and developing a career in private wealth management
• Strong verbal and written communication skills
• Organizational excellence with ability to manage multiple priorities
• Motivation, proactivity and strategic thinking
• Prior office experience preferred

Responsibilities

• Support projects from Financial Advisors (review reports and 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

Organizational skills

Education

Bachelor's degree (finance/business related)

Job description

Baird is offering a Private Wealth Management internship in Edina, MN for the summer of 2027. The position is full-time during the summer, 37.5–40 hours per week, Monday–Friday, with a start in June 2027.

You will gain real-world experience supporting Financial Advisors, preparing for client meetings, and conducting market research while contributing to branch marketing and project support. This program emphasizes mentorship and hands-on development in a collaborative culture.