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

About the role

Baird’s Private Wealth Management summer internship in Owensboro, Kentucky offers hands-on experience supporting Financial Advisors and their teams. Interns contribute to research, financial planning, client meeting preparation, administration, paperwork, and marketing while developing professional relationships through mentorship, networking, and professional development activities.

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.
• Contribute to branch marketing initiatives and process paperwork.
• Provide additional project support and perform other assigned duties.

Program Experience

• Gain real-world experience and apply classroom knowledge in Private Wealth Management.
• Participate in hands-on projects, mentorship, networking, and professional development.
• Attend Intern Welcome, Baird Gives Back Day, and firmwide networking events.
• Work as a valued team member and build relationships with colleagues and leaders.