Internship – Private Wealth Management (Rockford, IL Summer 2026)

Baird

Applications Closed

Posted about 2 months ago

Internship

Rockford, Illinois

In Person

Smart Summary

Interns will support various projects from Financial Advisors, prepare for client meetings, and assist with financial planning and market research. They will also handle administrative tasks and contribute to branch marketing initiatives.

This Private Wealth Management internship at Baird seeks motivated students pursuing a bachelor's degree in finance, business, or a related field. Ideal candidates will have strong communication, organizational, and analytical skills, with an interest in financial services and a career in private wealth management. This full-time summer internship in Rockford, IL offers valuable experience and exposure to the day-to-day activities of financial advisors and their teams.

Must Have Skills for ATS

Finance

Business

Communication Skills

Organizational Skills

Attention to Detail

Motivation

Proactivity

Strategic Thinking

Job Description

About the Role:

Our 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 Rockford, IL office. We are seeking a student who can start in May 2026.

The Impact You’ll Make:

  • 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

What You’ll Bring to Baird:

  • 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

  • Prior experience in an office setting is preferred

Compensation and Benefits:

  • $18.00 hourly rate

  • Paid holidays

About 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.

Baird

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $525 billion in client assets and employ more than 5,300 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.

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