What are the responsibilities and job description for the Internship – Private Wealth Management (Mequon, WI Summer 2027) position at Baird?
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 Mequon, WI office. We are seeking a student who can start in June 2027.
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 December 2027 through May 2028
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
.