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

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. The internship is full‑time during the summer, 37.5‑40 hours per week, Monday‑Friday, in our Madison, WI office, with a start date in June 2027.

Responsibilities

• Support various projects from Financial Advisors, 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 project support as needed.

Requirements

• Pursuing a bachelor’s degree in finance, business, or a related field (preferred).
• Anticipated graduation date of December 2026 or later.
• Interest in financial services and 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, ability to manage multiple priorities, strong attention to detail, and ensure high‑quality, on‑time delivery.
• High level of motivation, proactivity, strategic thinking, and a strong commitment to learning and contributing effectively.
• Prior experience in an office setting is preferred.
• Applicants must be able to work in the United States without sponsorship for an employment visa now or in the future.

Program Overview

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. The program includes an Intern Welcome, Baird Gives Back Day, firm‑wide networking, and professional development opportunities, all within a vibrant, collaborative culture that values your voice and fuels your future.

Schedule

Full‑time summer internship, 37.5‑40 hours per week, Monday‑Friday, June 2027 start.