Private Wealth Management Intern - Sheboygan

Are you looking to gain real world experience in a thriving, global financial services firm with an award-winning culture? Consider an internship and start building your career at Baird!

About our intern program:

Our competitive intern program offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative, fun and dynamic environment. Baird's summer intern program is a robust experience that includes an Intern Welcome Event, professional development, and networking with leaders and associates. Our interns have the opportunity to use a Baird Give Back Day, a paid day to volunteer in the community. Our mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm.

Internship Location, Availability and Hours:

Located in our Sheboygan, WI office, interns must be able to work full time during the summer, 37.5 – 40 hours per week.  We are seeking a student who can start in May 2025.

As a Private Wealth Management Intern, you will:

• Support various projects from Financial Advisors (i.e. review reports, research stocks, money managers and funds and investment strategies)
• Process paperwork and documents necessary to assist others in the department
• Assist with administrative functions including answering phones, responding to basic client questions and preparing for client meetings and presentations
• Create quarterly performance reports and distribute to clients
• Conduct cost basis research
• Perform additional duties and assist with projects as assigned

What we look for:

• Pursuing a Bachelor’s degree in Finance, business or related degree preferred
• Anticipated graduation date of December 2025 or later
• Excellent customer service skills and telephone etiquette
• Demonstrates a high level of professionalism and positive attitude
• An interest in financial services and developing a career in wealth management
• Prior office experience in a corporate or university setting preferred

What makes this opportunity great:

• Obtain first-hand experience into the day in the life of a successful Financial Advisor and their team
• Apply knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationships