Teams at Baird

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.

Build and maintain Power BI reports, dashboards, semantic models, and data solutions for investment banking teams. Support Power BI Service administration, security, governance, refresh troubleshooting, data validation, documentation, and user training. Partner with stakeholders and data teams to translate reporting needs into reliable insights using Snowflake and SQL.

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.