Internship - Private Wealth Management (Fairfax, VA Summer 2026)

Robert W. Baird & Co. Incorporated•Fairfax, VA

36d•Onsite

About The Position

Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Fairfax, VA office. We are seeking a student who can start in May 2026.

Requirements

Pursuing a bachelor's degree in finance, business or related degree preferred
Anticipated graduation date of December 2026 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

Nice To Haves

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

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