Internship - Private Wealth Management (Waukesha, WI Summer 2026) at Baird

Waukesha, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Feb, 26

Salary

0.0

Posted On

16 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Finance, Business, Financial Services, Communication Skills, Organizational Skills, Attention to Detail, Motivation, Proactivity, Strategic Thinking, Client Interaction, Research Skills, Presentation Skills, Team Collaboration, Project Support, Marketing Initiatives, Administrative Tasks

Industry

Financial Services

Description

About the Role: Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Waukesha, WI office. We are seeking a student who can start in May 2026. The Impact You’ll Make: Support various projects from Financial Advisors (i.e. review reports and conduct research) Prepare for client meetings and presentations Assist with financial planning and market research Handle admin tasks, calls and basic client questions Contribute to branch marketing initiatives Process paperwork and documents Perform other duties and project support as needed What You’ll Bring to Baird: Pursuing a bachelor’s degree in finance, business or related degree preferred Anticipated graduation date of May 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 connect clearly and professionally with clients and associates Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively Prior experience in an office setting is preferred About Our Intern Program: Jumpstart your career with Baird’s high-impact summer intern program! You’ll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you’ll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

Responsibilities

Interns will support various projects from Financial Advisors, prepare for client meetings, and assist with financial planning and market research. They will also handle administrative tasks and contribute to branch marketing initiatives.