B
Programme
Internship
Location
Bowling Green, KY
Duration
Summer 2027; full time, 37.5–40 hours per week, Monday–Friday.
About the role
Summer 2027 Private Wealth Management internship in Baird’s Bowling Green, Kentucky office. Interns work full time Monday through Friday, supporting Financial Advisors with research, client-meeting preparation, financial planning, administration, paperwork, and marketing initiatives. The program offers hands-on projects, mentorship, networking, and professional development while building experience in private wealth management.
Responsibilities
- Support Financial Advisors with projects, report reviews, research, and project-related tasks.
- 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.
Program Experience
- Gain real-world experience as a contributing member of a Private Wealth Management team.
- Participate in hands-on projects, mentorship, networking, and professional development activities.
- Attend events including Intern Welcome, Baird Gives Back Day, and firmwide networking.