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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.

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.

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.