Jobs at Baird

Summer hospitality intern supporting conference center meetings and events. Responsibilities include greeting and assisting guests, providing professional client service, coordinating event logistics, managing expenses, supporting email campaigns, ordering supplies, and completing team projects. The role offers exposure to internal business operations, networking, and professional development. Full-time, in-office work is required in Louisville, Kentucky, from June 2027.

Prepare financial statements, regulatory filings, audit documentation, reconciliations, journal entries, cash flow statements, and FOCUS reporting. Monitor net capital requirements, support regulatory examinations, research accounting standards, maintain policies and controls, and advise on the financial impact of regulatory changes. Collaborate with auditors, regulators, Finance teams, and business partners while supporting close processes and automation initiatives.

Supports Financial Advisors with report review, research, client meeting preparation, financial planning, market research, administrative tasks, client inquiries, marketing initiatives, and document processing. This full-time summer internship is based in the Tucson office and is intended for students pursuing finance, business, or a related bachelor's degree who are interested in private wealth management.

Supports financial advisors through report review, research, client meeting preparation, financial planning assistance, market research, administrative tasks, client inquiries, paperwork, and branch marketing initiatives. The full-time summer internship provides hands-on exposure to private wealth management, professional development, mentorship, and networking while requiring strong communication, organization, motivation, and attention to detail.

Supports Financial Advisors with report review, research, client meeting preparation, financial planning, market research, administrative tasks, client inquiries, marketing initiatives, and document processing. The full-time summer internship is based in Cedar Rapids, Iowa, and provides hands-on experience in private wealth management, mentorship, networking, and professional development.

Summer private wealth management intern supporting financial advisors with report reviews, research, client meeting preparation, financial planning, market research, administrative tasks, paperwork, client questions, and branch marketing initiatives. The internship is full-time in the Bowling Green, Kentucky office and provides mentorship, networking, and hands-on professional development.

Supports Financial Advisors by coordinating client onboarding, preparing account paperwork, managing CRM records and communications, processing transactions, answering calls, scheduling appointments, and organizing client events. The role also involves monitoring investment opportunities, maintaining regulatory compliance, supporting social media activities, and completing client service projects. Candidates need at least two years of relevant experience, strong organization and communication skills, technology proficiency, and the ability to obtain SIE, Series 7, and Series 66 licenses within 18 months.

Full-time summer interns support Financial Advisors through report review, research, client meeting preparation, financial planning, market research, administrative tasks, paperwork, client inquiries, and branch marketing initiatives. The role is based in Evansville, Indiana, requires 37.5–40 hours weekly, and offers hands-on exposure to private wealth management and financial services.

Supports Financial Advisors and Client Specialists by preparing financial plans, analyses, research, and client-related materials. Provides education and ongoing assistance to advisory teams, completes special projects, and pursues CFP, SIE, Series 7, and Series 66 credentials. The role is designed to develop competencies and transition into a Financial Advisor position within three years.

Supports Financial Advisors with report review, research, client meeting preparation, financial planning, market research, administrative tasks, client inquiries, marketing initiatives, and document processing. The full-time summer internship is designed for students pursuing finance, business, or related degrees who are interested in private wealth management and developing professional client-service, organizational, and communication skills.

Supports wealth management operations by coordinating client onboarding, account opening, asset transfers, transactions, correspondence, phone inquiries, meeting materials, CRM maintenance, and client service plans. Ensures regulatory and confidentiality compliance while helping Financial Advisors manage client relationships and improve business effectiveness. Requires strong organization, communication, customer service, technology, analytical, and problem-solving skills, along with willingness to obtain securities licenses.

Serves clients through financial planning, investment suitability reviews, account servicing, and education on long-term planning, Social Security, Medicare, and tax considerations. Partners with Financial Advisors and Wealth Centers to develop plans, identify investment solutions, support business opportunities, track client revenue, and follow up on planning-related opportunities. Requires strong presentation, communication, teamwork, and client-facing investment experience.

Works directly with clients to review investment suitability, deliver financial plans, provide financial education, identify investment solutions, and support account servicing. Partners with Financial Advisors, PWM Wealth Centers, and internal specialists to advance strategic priorities and business opportunities. Documents follow-up activities, tracks client revenues, researches relevant planning topics, and serves as a financial planning resource for advisors.

Own portions of the AI product roadmap for Global Investment Banking, manage platform operations and vendors, evaluate AI features and use cases, and coordinate risk, compliance, legal, and technology reviews. Lead requirements, user acceptance testing, release readiness, training, adoption initiatives, workflow libraries, and value reporting. Provide hands-on expertise in prompts, agent workflows, responsible AI, platform performance, and practical AI applications while influencing cross-functional stakeholders.

Supports Financial Advisors by coordinating client onboarding, account openings, paperwork, transactions, communications, CRM maintenance, meetings, seminars, and client events. Handles client inquiries, prepares reports and presentation materials, monitors investment opportunities, supports regulatory compliance, and helps improve team effectiveness. The role requires financial services experience, securities licenses, strong organization, communication, technology, analytical, and client-service skills.

Develop and support secure, high-performing web and mobile applications for Baird Online. Responsibilities include React and Next.js front-end development, .NET backend integration, API and SQL work, testing, troubleshooting, release management, accessibility and performance improvements, stakeholder collaboration, Agile delivery, and mentoring less experienced developers.

Supports Financial Advisors by coordinating client onboarding, account opening, communications, transactions, CRM maintenance, meeting materials, and client events. Handles client inquiries, prepares paperwork and reports, monitors investment opportunities, supports regulatory compliance, and helps improve team effectiveness and client service. May manage social media, enter securities orders, and provide backup support to other branch teams.

Supports Financial Advisors by coordinating client onboarding, account opening, asset transfers, communications, transactions, CRM maintenance, meeting materials, and client events. Handles incoming calls, client requests, regulatory compliance, investment opportunity reviews, and administrative projects. May manage social media, enter securities orders, and provide branch backup. Requires financial industry or administrative experience and securities licenses, or willingness to obtain them within 18 months.

Provide high-touch administrative support to a London-based investment team: manage complex calendars, coordinate international travel and expenses, handle deal administration and Salesforce updates, plan events, prepare board materials and reports, ensure compliance with FCA rules, support onboarding, and deliver strong client-focused service on a fixed-term contract.

Supports wealth planning professionals through financial plan construction, analysis presentations, internal website content review, workflow management, and team projects. The intern gains exposure to private wealth management processes, financial advisory support, and professional development opportunities while working full time in summer and part time during academic semesters.