Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from 160 + locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $200 billion in client assets. Check out this video to learn more about our Private Wealth Management business.

Are you looking to gain real world experience in a thriving, global financial services firm with an award winning culture? Consider an internship and start building your career at Baird.
 

About our intern program:

Our competitive intern program is a robust experience that offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative, fun, and dynamic environment. Baird’s summer program activities include an Intern Welcome Event, multiple Lunch & Learns, and many other informal events. Our interns have the opportunity to use a Baird Cares Day and be compensated to volunteer in the community. They are also eligible to apply for scholarships. Our informal mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm. To learn more, check out this video

About our Private Wealth Management business:
Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it.  Our 1,700+ private wealth associates serve clients coast-to-coast from 90+ locations in 30 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $200 billion in client assets. Check out this video to learn more about our Private Wealth Management business. 

Location & Hours:  Located in our downtown Milwaukee office, interns must be able to work part-time during the school semester, ranging between 15-20 hours per week and full-time during the summer, 37.5 hours per week. We are looking for a local student who is able to start in May 2021.


As a PWM Sales Leadership Team Intern, you will:

  • Support the PWM Sr. Leadership team, including the PWM President, PWM COO, PWM Executive Director, and the Director of PWM Talent

  • Assist with administrative functions including answering phones, responding to basic questions, mail merges, filing and copy projects

  • Schedule various meetings, conference calls, team outings, and plan travel for leadership team

  • Run weekly recruiting report and quarterly team and demographics reports

  • Function as BairdWeb & SharePoint website administrator for various depts on PWM team

  • Coordinate and facilitate client and branch visits

  • Create and edit Excel spreadsheets and PowerPoint presentations

  • Perform additional duties and assist with projects as assigned

What makes this opportunity great:

  • Be part of a team of top performing associates and learn about the career options in Private Wealth Management

  • Gain hands-on, real world experience with a highly ranked organization

  • Work in a fast paced environment that will enable you to grow as a professional

What we look for:

  • Pursuing a Bachelor’s degree in Finance, Marketing, Business, or related field preferred. 

  • Anticipated graduation date of May 2022 or later

  • Prior office experience in a corporate or university setting a plus

  • Experience with the Microsoft Office package

  • Excellent customer service skills and exceptional telephone etiquette

  • High level of professionalism and positive attitude

  • Exceptional organizational skills, high attention to detail, ability to prioritize multiple projects, and willingness to take direction

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