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 Baird’s 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 of our Wealth Planning professionals as they provide holistic wealth planning support to Baird’s 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 June 2027.
The Impact You’ll 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 Baird’s internal site as applicable
Provide general processes support and management of the team’s workflow queue
Gain exposure to Baird’s Wealth Planning Team processes, structure, and expertise and insight into how they are leveraged to support Baird’s 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 Baird’s broader Wealth Solutions Group
Ability to complete the SIE exam
Perform additional duties and assist with projects as assigned
What You’ll Bring to Baird:
Pursuing a bachelor’s degree in finance, business or related degree with a track record of academic excellence
Anticipated graduation date of May 2028 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 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 May 2028 or later
- Track record of academic excellence
- Interest in finance or personal finance
- Experience with Excel and other data-driven systems, such as MoneyGuidePro or similar planning software
- Strong organizational and problem-solving skills
- Ability to work effectively in a team setting
- Ability to work full time during the summer, 37.5–40 hours per week
- Ability to work part time during school semesters, 15–20 hours per week
- Ability to work three days per week in the Milwaukee office and two days remotely
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 positioned as a major strength, including a strong 401(k) with matching and profit-sharing contributions, plus access to financial planning support. Long-term wealth building is further reinforced through employee ownership and stock purchase opportunities.
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Leave & Time Off Breadth — Time-off benefits are framed as generous, including unlimited PTO in some descriptions, paid holidays, and paid volunteer time. Flex time and work-from-home options are also included as part of the broader work-life package.
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Healthcare Strength — Health coverage is described as comprehensive, spanning medical, dental, vision, and mental health support, alongside wellness programs and HSA/FSA options. Preventive care and employer contributions toward HSA/deductibles are highlighted as part of the design.
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.
