Internship – Private Wealth Management (Wausau, WI Summer 2027)

About the role

Summer 2027 Private Wealth Management internship in Baird’s Wausau office. Interns support Financial Advisors through research, financial planning, client meeting preparation, administration, paperwork, and marketing initiatives while gaining firsthand experience, mentorship, networking, and professional development. The role is full-time, Monday through Friday, beginning in June 2027.

Responsibilities

• Support Financial Advisors with reports, research, projects, and general project assistance.
• Prepare materials for client meetings and presentations.
• Assist with financial planning and market research.
• Handle administrative tasks, calls, and basic client questions.
• Process paperwork and documents, and contribute to branch marketing initiatives.

Program Details

• Work full-time, 37.5–40 hours weekly, Monday through Friday, in the Wausau office.
• Participate in hands-on projects, mentorship, networking, professional development, and firmwide intern events.
• Start date is in June 2027.