Internship – Private Wealth Management (Louisville, KY Summer 2027)

Baird
Louisville
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Organizational excellence","Attention to detail","Ability to manage multiple priorities","Motivation"]

Support Private Wealth Management teams by assisting Financial Advisors with client meeting preparation, research, and review of reports. Help conduct financial planning and market research, manage administrative tasks including calls and basic client questions, and contribute to branch marketing initiatives. You’ll also process paperwork and documents and support various projects throughout the summer internship in the Louisville East office.

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Baird
Baird
5 days ago

Internship – Private Wealth Management (Louisville, KY Summer 2027)

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Last checked: 3 days agoStatus: Live

Job Summary

Support Private Wealth Management teams by assisting Financial Advisors with client meeting preparation, research, and review of reports. Help conduct financial planning and market research, manage administrative tasks including calls and basic client questions, and contribute to branch marketing initiatives. You’ll also process paperwork and documents and support various projects throughout the summer internship in the Louisville East office.
Location: Louisville
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Intern level

Key Responsibilities

  • •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 such as calls and basic client questions.
  • •Contribute to branch marketing initiatives and process paperwork and documents.

Key Requirements

  • •Pursuing a bachelor’s degree in finance, business, or a related field (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 professionally with clients and associates.
  • •Organizational excellence with strong attention to detail and ability to manage multiple priorities.
Education:Bachelor's
Skills:CommunicationOrganizational excellenceAttention to detailAbility to manage multiple prioritiesMotivation

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Baird
Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Milwaukee, United States
Founded: 1919
WebsiteLinkedIn