Internship – Private Wealth Management (Alexandria, VA Summer 2027)

About the role

Baird’s Private Wealth Management summer internship in Alexandria offers hands-on experience supporting Financial Advisors, preparing client materials, conducting research, and assisting with planning, administration, and marketing. Interns work full time in the office, receive mentorship and professional development, and gain insight into careers in private wealth management.

Responsibilities

• Support Financial Advisors with report reviews, research, projects, and general project support.
• Prepare materials for client meetings and presentations.
• Assist with financial planning and market research.
• Handle administrative tasks, calls, basic client questions, paperwork, and documents.
• Contribute to branch marketing initiatives.

Intern Program

• Gain hands-on experience through meaningful projects and mentorship.
• Participate in an Intern Welcome, Baird Gives Back Day, networking, and professional development.
• Work collaboratively with leaders and associates while contributing to the team’s success.