Internship – Private Wealth Management (Bloomington, IN Summer 2027)

Baird • Bloomington, IN

12d • Onsite

About The Position

Baird’s Private Wealth Management interns gain meaningful, real-world work experience as valued team members, applying classroom knowledge and contributing to team success. Interns build professional relationships and gain first-hand insight into the day-to-day work of Financial Advisors and their teams. This internship is based in Baird’s Bloomington, Indiana office and requires full-time work during the summer, 37.5–40 hours per week, Monday through Friday. The selected student should be able to start in June 2027.

The summer intern program offers hands-on projects, mentorship, networking, professional development, and events including an Intern Welcome and Baird Gives Back Day. Interns join a collaborative culture and connect with leaders across the firm.

Requirements

• Pursuing a bachelor’s degree in finance, business, or a related field is 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.
• Strong organizational skills, including the ability to manage multiple priorities, maintain 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 is preferred.

Responsibilities

• Support Financial Advisors’ 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.

Benefits

• Hands-on projects and mentorship through the summer intern program.
• Networking and professional development opportunities.
• Intern Welcome and Baird Gives Back Day events.
• Opportunities to connect with firm leaders and participate in a collaborative culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern