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 over 160 + locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $255 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 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 intern program activities include an Intern Welcome Event, professional development, networking with leaders and associates, and many other informal events. Our interns have the opportunity to use a Baird Cares Day, a paid day to volunteer in the community. They are also eligible to apply for scholarships. Our mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm.
Internship Location, Availability and Hours:
Located in our Milwaukee, WI office, the intern must be able to work full time during the summer, 37.5-40 hours per week, and part-time during the school semesters, 15-20 hours per week with the option to work in a different Baird location as necessary. We are seeking a student who can start in May 2023.
As a Wealth Planning Intern, you will:
Gain exposure to Baird’s Wealth Planning Team processes, structure, and expertise and insight into how they are leveraged to support Baird’s Financial Advisory teams nationwide
Support the Wealth Planning Team’s Planners directly in plan construction and presentation of analyses to relevant parties
Engage with each member of the Wealth Planning Team for continued career exploration and professional development
Build relationships with other members of Baird’s broader Wealth Solutions Group
Execute BairdWeb content review and conduct necessary enhancements to Baird’s internal site as applicable
Provide general processes support and management of the team’s workflow queue
Perform additional duties and assist with projects as assigned
What we look for:
Pursuing a Bachelor’s degree in Finance, business or related degree with a track record of academic excellence
Anticipated graduation date of May 2024 or later
Interest in the field of finance or personal finance
Experience with various technical applications including Excel and other data-driven systems, such as MoneyGuidePro or other planning tools and softwares
Strong organizational skills
Strength in problem-solving and teamwork
What makes this opportunity great:
Ability to complete the SIE Exam while in the internship role
Gain experience leveraging tools and resources within the Wealth Planning Team to maximize value to clients
Apply knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationships
Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.