Wealth Planning Intern — Hybrid, Real-World Experience

Baird; Milwaukee (WI); Hybrid; USD 25,000 - 30,000; Full time

Job summary

Baird’s Wealth Planning internship offers real-world experience, treating interns as valuable team members. You will support plan construction, review internal site content, and engage with the Wealth Planning Team nationwide.

This hybrid program requires 37.5-40 hours/week full-time during summer and 15-20 hours/week part-time during semesters, starting June 2027. Internship aims to develop professional wealth planning skills within a collaborative culture.

Qualifications

• Pursuing a bachelor’s degree in finance, business or related degree with a track record of academic excellence.
• Anticipated graduation date of May 2028 or later.
• Interest in the field of finance or personal finance.
• Experience with Excel and other data-driven systems, such as MoneyGuidePro or other planning tools and softwares.
• Strong organizational and problem-solving skills.
• Ability to work well in a team setting.

Responsibilities

• Support the Wealth Planning team in plan construction and presentation of analyses to relevant parties.
• Execute BairdWeb content review and conduct necessary enhancements to Baird’s internal site as applicable.
• Provide general processes support and management of the team’s workflow queue.
• Gain exposure to Baird’s Wealth Planning Team processes, structure, and expertise and insight into how they are leveraged to support Baird’s Financial Advisory teams nationwide.
• Engage with each member of the Wealth Planning Team for continued career exploration and professional development.
• Build relationships with other members of Baird’s broader Wealth Solutions Group.
• Ability to complete the SIE exam.
• Perform additional duties and assist with projects as assigned.

Skills

Excel proficiency

Team collaboration

Problem-solving

Education

Bachelor's degree in finance or related

Tools

MoneyGuidePro

Job description

Baird’s Wealth Planning internship offers real-world experience, treating interns as valuable team members. You will support plan construction, review internal site content, and engage with the Wealth Planning Team nationwide.

This hybrid program requires 37.5-40 hours/week full-time during summer and 15-20 hours/week part-time during semesters, starting June 2027. Internship aims to develop professional wealth planning skills within a collaborative culture.