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

Baird • Wausau, WI

2d • Onsite

About The Position

The Private Wealth Management internship provides meaningful, real-world work experience as a contributing member of a team. Interns apply classroom knowledge, develop professional experience, build relationships, and gain firsthand insight into the work of Financial Advisors and their teams.

The internship is full time during the summer, 37.5–40 hours per week, Monday through Friday, in Baird’s Wausau, Wisconsin office. The expected start is June 2027. The position is intended for a student pursuing a bachelor’s degree, with an anticipated graduation date of December 2027 or later.

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 status.

Requirements

• Pursuing a bachelor’s degree; an 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, maintain attention to detail, and deliver high-quality work on time.
• Motivation, proactivity, strategic thinking, and a strong commitment to learning and contributing effectively.
• Able to work full time during the summer, 37.5–40 hours per week, Monday through Friday, in the Wausau, Wisconsin office, starting in June 2027.

Nice To Haves

• A bachelor’s degree in finance, business, or a related field is preferred.
• 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 and calls, and respond to basic client questions.
• Contribute to branch marketing initiatives.
• Process paperwork and documents.
• Perform other duties and provide project support as needed.

Benefits

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

What This Job Offers

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