Internship – Private Wealth Management (Sioux City, IA Summer 2027)

About the role

Summer 2027 Private Wealth Management internship in Baird’s Sioux City office. Interns support Financial Advisors through research, financial planning, client-meeting preparation, administrative work, and marketing initiatives. The full-time program provides hands-on experience, mentorship, networking, professional development, and exposure to the daily work of Financial Advisors and their teams.

Responsibilities

• Support Financial Advisors with projects, including report reviews and research.
• Prepare materials for 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 duties as needed.

Intern Program

• Apply classroom knowledge while gaining practical Private Wealth Management experience.
• Receive hands-on project experience, mentorship, networking, and professional development opportunities.
• Participate in intern events, including Intern Welcome and Baird Gives Back Day.

Work Arrangement

• Work full time during summer 2027 in Baird’s Sioux City, Iowa office.
• Schedule is Monday through Friday, 37.5–40 hours weekly, with a June 2027 start.