Internship – Private Wealth Management

Baird

. Support projects from Financial Advisors, including reviewing reports and conducting research .

Posted 10/1/2026internshipPhoenix • Arizona • United StatesEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication skills and attention to detail while supporting financial planning and client interactions. Capable of managing multiple priorities and contributing to marketing initiatives within the financial services sector.

Highest-signal resume keywords

Bachelor's Degree In FinanceFinancial PlanningMarket ResearchVerbal And Written Communication SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisReport ReviewDocument ProcessingOffice AdministrationResearch Skills

Soft Skills

Attention To DetailProactivityStrategic ThinkingInterpersonal SkillsTime Management

Industry Keywords

Private Wealth ManagementFinancial ServicesBranch Marketing InitiativesClient MeetingsProfessional Development

About the role

Key responsibilities & impact

Support projects from Financial Advisors, including reviewing reports and conducting 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
Gain hands-on experience through mentorship, networking, professional development and dynamic events

Requirements

What you’ll need

Pursuing a bachelor’s degree in finance, business or 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
Ability to connect clearly and professionally with clients and associates
Ability to manage multiple priorities with strong attention to detail
High level of motivation, proactivity and strategic thinking
Prior experience in an office setting is preferred
Must be available to work full time during the summer, 37.5–40 hours per week, Monday–Friday
Must be able to start in June 2027
Must not now or in the future require sponsorship for employment visa status

Benefits

Comp & perks

Real-world, meaningful work experience
Mentorship
Professional development
Firmwide networking
Dynamic events
Intern Welcome
Baird Gives Back Day
Vibrant, collaborative culture