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Internship - Private Wealth Management (Bowling Green, KY Summer 2027)

Baird

Private Wealth Management InternshipOur 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 Bowling Green, KY 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 presentationsAssist with financial planning and market researchHandle admin tasks, calls and basic client questionsContribute to branch marketing initiativesProcess paperwork and documentsPerform other duties and project support as neededWhat You'll Bring to Baird:Pursuing a bachelor's degree in finance, business or related degree preferredAnticipated graduation date of December 2027 or laterInterest in financial services and developing a career in private wealth managementStrong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associatesOrganizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time deliveryHigh level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectivelyPrior experience in an office setting is preferredAbout 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.

Vacancy posted 2 days ago
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