Internship - Private Wealth Management (West Bend, WI Summer 2026)

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 Give 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. To learn more, check out this video. Internship Location, Availability and Hours: Located in our Sheboygan, WI office, interns must be able to work full time during the summer, 37.5 – 40 hours per week. We are seeking a student who can start in May 2026. As a Private Wealth Management Intern, you will: Support various projects from Financial Advisors (i.e. review reports, research stocks, money managers and funds and investment strategies) Process paperwork and documents necessary to assist others in the department Assist with administrative functions including answering phones, responding to basic client questions and preparing for client meetings and presentations Create quarterly performance reports and distribute to clients Conduct cost basis research Perform additional duties and assist with projects as assigned What we look for: Pursuing a Bachelor’s degree in Finance, business or related degree preferred Anticipated graduation date of December 2026 or later Excellent customer service skills and telephone etiquette Demonstrates a high level of professionalism and positive attitude An interest in financial services and developing a career in wealth management Prior office experience in a corporate or university setting preferred What makes this opportunity great: Obtain first-hand experience into the day in the life of a successful Financial Advisor and their team 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. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. 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. Apply Job! Apply to this Job