Internship â Wealth Planning (Year-Round)
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Job Location:
Milwaukee, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About the Role:
Our Wealth Planning interns gain real-world meaningful work experience are treated as valuable team members and have the ability to directly contribute to the work of Bairds geographically diverse Wealth Planning team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships within the team and across our Private Wealth Management business. Interns obtain first-hand experience with the daily work our Wealth Planning professionals as they provide holistic wealth planning support to Bairds Financial Advisors across the country.
This is a hybrid internship working 3 days per week in our downtown Milwaukee WI office and 2 days remote. The intern must be able to work full time during the summer 37.5-40 hours per week and work part time during the school semesters 15-20 hours per week. We are seeking a student who can start in May 2026.
The Impact Youll Make:
Support the Wealth Planning team in plan construction and presentation of analyses to relevant parties
Execute BairdWeb content review and conduct necessary enhancements to Bairds internal site as applicable
Provide general processes support and management of the teams workflow queue
Gain exposure to Bairds Wealth Planning Team processes structure and expertise and insight into how they are leveraged to support Bairds Financial Advisory teams nationwide
Engage with each member of the Wealth Planning Team for continued career exploration and professional development
Build relationships with other members of Bairds broader Wealth Solutions Group
Ability to complete the SIE exam
Perform additional duties and assist with projects as assigned
What Youll Bring to Baird:
Pursuing a bachelors degree in finance business or related degree with a track record of academic excellence
Anticipated graduation date of May 2027 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 and problem-solving skills
Ability to work well in a team setting
About Our Intern Program:
Jumpstart your career with Bairds high-impact summer intern program! Youll gain real-world experience connect with inspiring leaders and grow through hands-on projects mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development youll be part of a vibrant collaborative culture that values your voice and fuels your future.
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.
Required Experience:
Intern
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
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