Internship – Private Wealth Management… at Baird · SC-Charle…

Summary: Baird is a financial services firm that offers a summer internship program in Private Wealth Management. Interns will gain real-world experience while supporting Financial Advisors and contributing to various projects, enhancing their understanding of the financial services industry. Responsibilities: - Support various projects from Financial Advisors (i.e. review reports and conduct research) - Prepare for client meetings and presentations - Assist with financial planning and market research - Handle admin tasks, calls and basic client questions - Contribute to branch marketing initiatives - Process paperwork and documents - Perform other duties and project support as needed Required Qualifications: - Pursuing a bachelor's degree in finance, business or related degree preferred - Anticipated graduation date of December 2026 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 Preferred Qualifications: - Prior experience in an office setting is preferred Required Skills: Finance, Financial Planning Important Skills: Market Research Internship Start Date: Start in 2026 Summer