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Baird

Wealth management and investment banking services

Private Wealth Management Intern

Wealth Management & Financial AdvisoryPosted on Nov 3
Internship · Summer 2027Alexandria, VA, USA$20 /hr

About the Job

Requirements

  • Currently pursuing a bachelor’s degree in finance, business, or a related field 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 to interact clearly and professionally with clients and associates.
  • Ability to manage multiple priorities, maintain attention to detail, and deliver high-quality work on time.
  • Motivation, proactivity, strategic thinking, and commitment to learning and contributing effectively.

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.
  • Provide other duties and project support as needed.

Desired Qualifications

  • Prior experience in an office setting is preferred.

About the Company

Baird

Wealth management and investment banking services

Baird provides financial services across four main areas: Wealth Management, Capital Markets, Private Equity, and Investment Banking. Its product mix ranges from financial planning and asset management for individuals and families to advisory services, capital-raising, and advisory for businesses, plus private equity investments and operating partner support. Baird’s services are delivered through a combination of client-advisor relationships, institutional trading, research, and investment products, with a focus on aligning investment solutions to client goals. The company differentiates itself through its employee-owned structure, global reach, and a broad, integrated platform that combines wealth management with corporate finance and investment activities. Baird’s stated goal is to help clients achieve “great outcomes” and do well for them, supported by deep expertise, a strong financial foundation, and a commitment to long-term relationships.

Company size
5,001-10,000
Company stage
Not listed
Total funding
$872.1M
Headquarters
Milwaukee, WI
Founded
1919

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