Internship – Private Wealth Management (Dallas, TX Summer 2027)

Baird•Dallas, TX

16h•Onsite

About The Position

The Private Wealth Management internship provides students with real-world, meaningful work experience as valued team members who can contribute directly to the success of the team. Interns apply classroom knowledge, build professional relationships, and gain first-hand experience with the day-to-day work of Financial Advisors and their teams. The position is based in Baird’s Dallas, Texas office and requires full-time work during the summer, 37.5–40 hours per week, Monday through Friday. The anticipated start is June 2027. Baird’s summer intern program offers hands-on projects, mentorship, opportunities to connect with firm leaders, networking, professional development, and events including Intern Welcome and Baird Gives Back Day. The program describes its culture as vibrant, collaborative, and supportive of interns’ contributions. Baird is not currently hiring candidates who now or in the future require sponsorship for employment visa status. The company states that it provides employment opportunities without regard to protected characteristics or status under applicable law.

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 connect clearly and professionally with clients and associates.
Demonstrate organizational excellence, including the ability to manage multiple priorities, maintain strong attention to detail, and deliver high-quality work on time.
Demonstrate motivation, proactivity, strategic thinking, and a strong commitment to learning and contributing effectively.
Be available to work full time during the summer, 37.5–40 hours per week, Monday through Friday, in the Dallas, Texas office.
Be able to start in June 2027.
Not require employment visa sponsorship now or in the future.

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.
Perform other duties and provide project support as needed.