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Facilitates accurate and timely client asset transfers by reviewing documentation, coordinating with financial institutions, vendors, transfer agents, and brokerage firms, and monitoring transactions through completion. Ensures regulatory and firm compliance, resolves processing issues, supports advisors and clients, and contributes to process improvements. Uses NSCC and DTC interfaces while managing multiple priorities and maintaining high-quality client service.

Summer private wealth management internship supporting Financial Advisors with report review, research, client meeting preparation, financial planning, market research, administrative tasks, client inquiries, marketing initiatives, and document processing. The role is full time in the Columbus, Indiana office and is intended for a student pursuing a finance, business, or related bachelor's degree graduating December 2027 or later.

Provides client service and operational support to Financial Advisors by coordinating onboarding, account opening, paperwork, communications, CRM activity, transactions, client events, and investment opportunity reviews. The role also handles phone calls, appointments, regulatory adherence, social media support, and special projects. Required licensure exams include the SIE, Series 7, and Series 66 within 18 months of hire.

Supports Baird’s Talent Development team through program coordination, learning-content curation, training research, instructional design, course testing, survey analysis, and presentation development. The intern will assist with HR programs and projects, create communication materials, manage learning resources in Workday, and collaborate with internal partners. This hybrid, year-round internship requires full-time summer availability, part-time semester availability, and local presence in Milwaukee.

Provides client service and operational support to Financial Advisors by coordinating onboarding, preparing account paperwork, managing CRM records, handling client communications, processing investment transactions, organizing meetings and events, and monitoring account activity. The role requires regulatory compliance, strong organization, attention to detail, financial-industry licensing, technology proficiency, and effective written and verbal communication.

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.