B
Programme
Internship
Location
Milwaukee, WI
Duration
Summer 2027; full-time, 37.5–40 hours per week, Monday–Friday.
Deadline
2026-10-30
About the role
Summer 2027 Private Wealth Management internship in Baird’s downtown Milwaukee office. Interns support Financial Advisors through research, client-meeting preparation, financial planning, market research, administrative work, paperwork, and marketing initiatives. The full-time program offers practical exposure, mentorship, professional development, networking, and opportunities to contribute to the team.
Responsibilities
- Support Financial Advisors with projects, report reviews, research, and general project assistance.
- 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 and other assigned duties.
Schedule and Location
- Work full time during summer 2027 in Baird’s downtown Milwaukee, Wisconsin office.
- Work Monday through Friday for 37.5–40 hours per week.
- Candidates should be able to start in June 2027.
Intern Program
- Gain hands-on experience through projects, mentorship, networking, professional development, and firmwide events.
- Participate in the Intern Welcome and Baird Gives Back Day.