About The Position

Baird’s Private Wealth Management internship offers meaningful, real-world work experience. Interns are treated as valuable team members and contribute directly to team success while applying classroom knowledge, building professional relationships, and gaining first-hand exposure to the work of Financial Advisors and their teams. This is a full-time summer internship in Baird’s Mishawaka, Indiana office, requiring 37.5–40 hours per week, Monday through Friday. The intern should be available to start in June 2027. The program also 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. Baird provides equal employment opportunities without regard to protected characteristics or status.

Requirements

  • Pursuing a bachelor’s degree; finance, business, or 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, 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.
  • Availability to work full time, 37.5–40 hours per week, Monday through Friday, during the summer in the Mishawaka office, and to start in June 2027.

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