Internship, Private Wealth Management

About the Role

Baird's Private Wealth Management interns gain real-world experience, are treated as valuable team members, and have the ability to directly contribute to team success. Interns apply classroom knowledge to develop professional experience, create meaningful relationships, and obtain first-hand insight into the daily operations of successful Financial Advisors and their teams.

This internship requires full-time commitment during the summer, 37.5-40 hours per week, Monday-Friday, in the Durango, CO office. Candidates should be available to start in June 2027.

Key Responsibilities

• Support various projects from Financial Advisors (e.g., review reports and conduct research)
• Prepare for client meetings and presentations
• Assist with financial planning and market research
• Handle administrative tasks, calls, and basic client questions
• Contribute to branch marketing initiatives
• Process paperwork and documents
• Perform other duties and project support as needed

Requirements & Tech Stack

None explicitly stated beyond general tools for office tasks.

Qualifications

• Pursuing a bachelor’s degree in finance, business, or a related degree preferred
• Anticipated graduation date of December 2027 or later
• Interest in financial services and developing a career in private wealth management
• Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates
• Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail, and ensure high-quality and on-time delivery
• High level of motivation, proactivity, and strategic thinking, with a strong commitment to learning and contributing effectively
• Prior experience in an office setting is preferred

Compensation and Benefits

• $20.00 hourly rate
• Paid holidays