Internship – Private Wealth Management (Sioux City, IA Summer 2027)

Baird • Sioux City, IA

2d • Onsite

About The Position

The Private Wealth Management internship provides meaningful, hands-on work experience as a contributing member of a team. Interns apply classroom knowledge, develop professional experience, build relationships, and gain first-hand exposure to the work of Financial Advisors and their teams. The internship is based in Baird’s Sioux City, Iowa 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.

Baird’s summer intern program includes hands-on projects, mentorship, leadership connections, networking, professional development, an Intern Welcome, and Baird Gives Back Day. The program promotes a collaborative culture in which interns can contribute and develop.

Requirements

• Be pursuing a bachelor’s degree; finance, business, or a related degree is preferred.
• Have an anticipated graduation date of December 2027 or later.
• Have an interest in financial services and developing a career in private wealth management.
• Demonstrate strong verbal and written communication skills and the ability to communicate clearly and professionally with clients and associates.
• Demonstrate organizational excellence, including the ability to manage multiple priorities, attention to detail, and timely, high-quality delivery.
• Show motivation, proactivity, strategic thinking, commitment to learning, and the ability to contribute effectively.
• Be able to work full time during the summer, 37.5–40 hours per week, Monday through Friday, in the Sioux City office, and start in June 2027.
• Not require employment visa sponsorship now or in the future.

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