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 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 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.

Team Overview:
The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Solutions Support team is responsible for partnering with financial advisors, branch associates, portfolio managers, and other key partners seeking general information on the solutions available. They also work with various areas of the firm to develop guidelines, tools, and best practices in support of the business. 

Internship Location, Availability, and Hours:

Located in our downtown Milwaukee, WI office, the intern must be able to work part-time during the school semesters, 15-20 hours per week, and full time during the summer, 37.5-40 hours per week. We are seeking a student who can start May 2025.

As a PWM Investment Solutions Support Intern, you will:

Maintain Applications (ex. Envestnet) used for Managed Product offeringsDefine and evaluate data for Investment Solutions AssociatesAssess book of business efficiencies to assist field consultants for branch office visitsAssist with updating information on firm intranet site (BairdWeb)Perform additional duties and assist with ad hoc projects as assigned

What we look for:

Pursuing a bachelor’s degree in finance, economics, business or related degree preferredAnticipated graduation date of May 2026 or laterStrong written and verbal communication skillsAbility to work in a team environment and manage priorities to meet specific deadlinesExceptional organizational and time management skills with a high attention to detailStrong client service critical thinking and troubleshooting skills

What makes this opportunity great:

Be part of a team that provides expertise in advisory programs, cash management, securities-based lending, identity-theft protection, and alternative investments.Learn about investment offerings that we provide to our financial advisors and understand how they use our solutions for clients’ investment needsApply 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. .