Internship – Private Wealth Management (Lexington, KY Summer 2027)

About the role

Summer 2027 Private Wealth Management internship in Baird’s Lexington, Kentucky office. Interns support Financial Advisors with client meetings, financial planning, market research, documentation, administrative tasks and marketing initiatives while gaining hands-on exposure to financial advisory teams, mentorship, networking and professional development opportunities.

Responsibilities

• Support Financial Advisors with reports, 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.
• Process paperwork and documents, and support branch marketing initiatives.
• Perform additional duties and project support as needed.

Program Experience

• Gain real-world experience as a valued member of the Private Wealth Management team.
• Apply classroom knowledge while building professional relationships and client-service experience.
• Participate in hands-on projects, mentorship, networking and professional development events.
• Attend the Intern Welcome and Baird Gives Back Day.