B
Programme
Internship
Location
Salt Lake City, UT
Duration
Summer 2027; 37.5–40 hours per week, Monday–Friday.
About the role
Summer 2027 Private Wealth Management internship in Baird’s Salt Lake City office. Interns support Financial Advisors through research, client-meeting preparation, financial planning, administrative and documentation tasks, and marketing initiatives. The full-time program offers hands-on projects, mentorship, networking, professional development, and exposure to private wealth management.
Responsibilities
- Support Financial Advisors with report reviews, research, projects, and general project support.
- Prepare materials for client meetings and presentations.
- Assist with financial planning and market research activities.
- Handle administrative tasks, calls, basic client questions, paperwork, and documentation.
- Contribute to branch marketing initiatives.
Program Details
- Work full time in Baird’s Salt Lake City office during summer 2027.
- Gain practical exposure to Financial Advisors and private wealth management teams.
- Participate in hands-on projects, mentorship, networking, professional development, and intern events.