Internship – Private Wealth Management (Butler, PA Summer 2027)

About the role

Summer 2027 private wealth management internship in Baird’s Butler, Pennsylvania office. Interns support financial advisors through research, financial planning, client meeting preparation, administrative work, paperwork and marketing initiatives. The full-time role runs Monday through Friday, 37.5–40 hours weekly, and offers mentorship, networking and professional development.

Responsibilities

• Support financial advisors with report reviews, research and other projects.
• Prepare materials 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 and process paperwork.
• Provide additional duties and project support as needed.

Program Experience

• Gain hands-on experience and contribute directly to the team’s success.
• Build professional relationships with financial advisors and their teams.
• Participate in mentorship, networking and professional development activities.
• Attend intern events, including Intern Welcome and Baird Gives Back Day.