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

About the role

Summer 2027 Private Wealth Management internship in Mequon, Wisconsin. Interns support Financial Advisors through research, financial planning, client meeting preparation, administrative tasks, documentation and marketing initiatives. The full-time role provides hands-on experience, mentorship, professional development, networking and exposure to successful Financial Advisors and their teams.

Responsibilities

• Support Financial Advisor projects, including report reviews and research.
• Prepare 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.
• Provide additional project support as needed.

Intern Program

• Work full time during summer 2027, Monday through Friday, in the Mequon office.
• Start date is June 2027.
• Participate in hands-on projects, mentorship and professional development.
• Attend networking events, Intern Welcome and Baird Gives Back Day.
• Connect with leaders and collaborate across the firm.

Requirements

• Pursuing a bachelor's degree in finance, business or a related field preferred.
• Anticipated graduation date of December 2027 or later.
• Demonstrated interest in financial services and private wealth management.
• Strong verbal and written communication skills for professional client and associate interactions.
• Strong organization, attention to detail and ability to manage multiple priorities.
• Motivated, proactive and strategic, with a commitment to learning and contributing effectively.

Additional Considerations

• Prior office experience is preferred.
• Applicants must not require employment visa sponsorship now or in the future.