About the Role:
Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams.
This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Cedar Rapids, IA office. We are seeking a student who can start in June 2027.
The Impact You’ll Make:
- Support various projects from Financial Advisors (i.e. review reports and conduct research)
- Prepare for client meetings and presentations
- Assist with financial planning and market research
- Handle admin tasks, calls and basic client questions
- Contribute to branch marketing initiatives
- Process paperwork and documents
- Perform other duties and project support as needed
What You’ll Bring to Baird:
- Pursuing a bachelor’s degree in finance, business or related degree preferred
- Anticipated graduation date of December 2027 or later
- Interest in financial services and developing a career in private wealth management
- Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates
- Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery
- High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively
- Prior experience in an office setting is preferred
About Our Intern Program:
Jumpstart your career with Baird’s high-impact summer intern program! You’ll 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, you’ll 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.
Skills Required
- Pursuing a bachelor's degree in finance, business, or a related field
- Anticipated graduation date of December 2027 or later
- Interest in financial services and developing a career in private wealth management
- Strong verbal and written communication skills
- Ability to communicate clearly and professionally with clients and associates
- Strong organizational skills and ability to manage multiple priorities
- Strong attention to detail and ability to deliver high-quality work on time
- Motivation, proactivity, strategic thinking, and commitment to learning
- Prior office experience
- Ability to work full time, 37.5 to 40 hours per week, Monday through Friday, during summer 2027
- Ability to start in June 2027
- Must not currently or in the future require employment visa sponsorship
Baird Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Baird and has not been reviewed or approved by Baird.
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Retirement Support — Retirement offerings are portrayed as a standout, with 401(k) match and profit-sharing cited as notable strengths that enhance long-term financial security.
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Parental & Family Support — Paid parental leave is highlighted as generous, with clear support for both primary and secondary caregivers, alongside adoption assistance.
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Leave & Time Off Breadth — Paid holidays and PTO that increases with tenure are emphasized as above average, contributing to overall benefits satisfaction.
Baird Insights
What We Do
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.
