Wealth Management Intern — Summer in Bloomington

Baird Careers; Bloomington (IN); On-site; USD 21,000 - 34,000; Full time

Job summary

Baird invites students to join its Private Wealth Management internship in Bloomington, IN, gaining real-world experience and becoming valued team members who contribute to the success of the advisors and their teams.

You will support projects, prepare for client meetings, assist with financial planning and market research, handle admin tasks and client questions, participate in branch marketing, and help with paperwork in a full-time summer program starting June 2027.

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

Finance interest

Strong communication

Organizational skills

Office experience preferred

Education

Bachelor's degree in finance or business

Job description

Baird invites students to join its Private Wealth Management internship in Bloomington, IN, gaining real-world experience and becoming valued team members who contribute to the success of the advisors and their teams.

You will support projects, prepare for client meetings, assist with financial planning and market research, handle admin tasks and client questions, participate in branch marketing, and help with paperwork in a full-time summer program starting June 2027.