B
Programme
Internship
Location
Waukesha, WI
Duration
Summer 2027; full-time, 37.5–40 hours per week, Monday–Friday.
About the role
Baird’s Private Wealth Management summer internship in Waukesha offers students hands-on experience supporting Financial Advisors and their teams. Interns will assist with research, financial planning, client meeting preparation, administration, paperwork, and marketing while building professional relationships. The full-time internship begins in June 2027 and requires office-based work Monday through Friday.
Responsibilities
- Support Financial Advisor 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
- Gain real-world experience through hands-on projects and mentorship.
- Participate in professional development, firmwide networking, and dynamic events.
- Attend the Intern Welcome and Baird Gives Back Day.