Wealth Management Internship — Real-World Experience

Baird; Sioux City (IA); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Mentorship

Hands-on projects

Networking events

Job summary

Baird is seeking a Private Wealth Management Intern to gain real-world experience in a collaborative team environment in Sioux City, IA. The role involves supporting advisors, preparing for client meetings, and assisting with financial planning and research during a full-time summer internship.

The program emphasizes hands-on projects, mentorship, and networking events, with opportunities to contribute to branch initiatives and learn the day-to-day life of successful financial professionals.

Qualifications

• Strong verbal and written communication, with ability to connect clearly and professionally with clients and colleagues.
• Ability to manage multiple priorities and deliver high-quality work on time.
• Pursuing a bachelor’s degree in finance, business or related field; anticipated graduation by Dec 2027 or later.
• Prior office experience is preferred.

Responsibilities

• Support Financial Advisors with review of 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 and document processing.

Skills

Verbal & written communication

Multitasking

Organization & detail orientation

Office experience

Proactivity & motivation

Education

Bachelor’s degree in finance or business (pursuing)

Anticipated graduation Dec 2027 or later

Job description

Baird is seeking a Private Wealth Management Intern to gain real-world experience in a collaborative team environment in Sioux City, IA. The role involves supporting advisors, preparing for client meetings, and assisting with financial planning and research during a full-time summer internship.

The program emphasizes hands-on projects, mentorship, and networking events, with opportunities to contribute to branch initiatives and learn the day-to-day life of successful financial professionals.