Internship – Private Wealth Management (Mequon, WI Summer 2027)

Baird • Mequon, WI

4d • Onsite

About The Position

The Private Wealth Management internship provides meaningful, hands-on work experience as a contributing member of the team. Interns apply classroom knowledge to professional work, build relationships, and gain first-hand exposure to the daily work of Financial Advisors and their teams. The position is based in Baird’s Mequon, Wisconsin office and requires full-time work during the summer, 37.5–40 hours per week, Monday through Friday. The student should be able to start in June 2027.

Baird’s summer intern program includes hands-on projects, mentorship, networking, professional development, and events such as Intern Welcome and Baird Gives Back Day. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. The company provides equal employment opportunities without regard to legally protected status.

Requirements

• 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 and the ability to manage multiple priorities, demonstrate attention to detail, and deliver high-quality work on time.
• High motivation, proactivity, strategic thinking, and a strong commitment to learning and contributing effectively.
• Ability to work full time during the summer, 37.5–40 hours per week, Monday through Friday, in the Mequon, Wisconsin office.
• Able to start in June 2027.

Nice To Haves

• Pursuing a bachelor’s degree in finance, business, or a related field.
• 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.

Benefits

• Hands-on projects and mentorship.
• Firmwide networking and professional development.
• Intern Welcome and Baird Gives Back Day.
• Opportunities to connect with leaders and participate in a collaborative intern program.

What This Job Offers

• Career Level: Intern