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 $310 billion in client assets. Check out this  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 is a robust experience that includes an Intern Welcome Event, professional development, and networking with leaders and associates. Our interns have the opportunity to use a Baird Gives Back Day, a paid day to volunteer in the community. 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 2025.

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 2026 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

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

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. .