Internship - Private Wealth Management (Waukesha, WI Summer 2027)

Baird • Waukesha, WI

4d • Onsite

About The Position

Baird’s Private Wealth Management interns gain meaningful, real-world work experience and contribute directly to their team’s success. Interns apply classroom knowledge, build professional relationships, and get first-hand exposure to the day-to-day work of Financial Advisors and their teams. This full-time summer internship is based in Baird’s Waukesha, Wisconsin office and runs 37.5–40 hours per week, Monday through Friday. The successful candidate can start in June 2027.

Requirements

• Pursuing a bachelor’s degree in finance, business, or a related field is preferred.
• Anticipated graduation date of May 2028 or later.
• Interest in financial services and developing a career in private wealth management.
• Strong verbal and written communication skills, with the ability to communicate clearly and professionally with clients and associates.
• Strong organizational skills, including the ability to manage multiple priorities, demonstrate attention to detail, and deliver high-quality work on time.
• High motivation, proactivity, strategic thinking, and commitment to learning and contributing effectively.

Nice To Haves

• Prior experience in an office setting.

Responsibilities

• Support Financial Advisor projects, including reviewing reports and conducting research.
• Prepare for client meetings and presentations.
• Assist with financial planning and market research.
• Handle administrative tasks, calls, and basic client questions.
• Contribute to branch marketing initiatives.
• Process paperwork and documents.
• Provide other duties and project support as needed.

What This Job Offers

• Career Level: Intern