About The Position

Baird’s Private Wealth Management interns gain meaningful, real-world work experience as valued members of the team. They apply classroom knowledge to professional work, build relationships, and gain first-hand insight into the work of Financial Advisors and their teams. This full-time summer internship is based in Baird’s Sioux City, Iowa office and runs Monday through Friday for 37.5–40 hours per week. The intern should be able to start in June 2027. Baird’s high-impact summer intern program offers hands-on projects, mentorship, events, networking, and professional development. Program activities include an Intern Welcome and Baird Gives Back Day, with opportunities to connect with leaders and participate in a collaborative culture.

Requirements

  • Pursuing a bachelor’s degree in finance, business, or a related field; a related degree 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 and the ability to communicate clearly and professionally with clients and associates.
  • Organizational excellence, including the ability to manage multiple priorities, attend to detail, and deliver high-quality work on time.
  • High motivation, proactivity, strategic thinking, and commitment to learning and contributing effectively.
  • Able to work full time, 37.5–40 hours per week, Monday through Friday, in the Sioux City, Iowa office during the summer.
  • Able to start in June 2027.
  • Does not now or in the future require sponsorship for employment visa status.

Nice To Haves

  • Prior experience in an office setting is preferred.

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.
  • Perform other duties and provide project support as needed.
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