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Internship – Private Wealth Management (La Crosse, WI Summer 2027)

Baird · Onalaska, WI · Full time

Posted Sep 9, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

What made you interested in private wealth management rather than another part of finance?

What they are checking: Whether the choice is considered, which is most of what an internship interview can learn.

Tell me about work you found repetitive and how you handled it.

What they are checking: The posting is honest that the job includes admin and paperwork.

This is full time in the downtown Milwaukee office, Monday to Friday, for the summer. Does that work for you?

What they are checking: Honest fit with the terms the posting states precisely.

Tell me about a time you had to explain something complicated to someone clearly.

What they are checking: The posting names strong verbal and written communication and connecting clearly.

What would make this summer worth it for you?

What they are checking: Whether they know what they want from it, which shapes what they get.

What would you do

How would you prepare materials for a client meeting you are not attending?

What they are checking: The posting names preparing for client meetings and presentations.

A client calls with a basic question while the advisor is out. What do you do?

What they are checking: The posting includes handling calls and basic client questions, where knowing your limit matters.

About the work

Tell me about research you have done where you had to reach a conclusion, not just gather facts.

What they are checking: The posting names reviewing reports and conducting research for advisors.

What do you understand financial planning to involve?

What they are checking: The posting names assisting with financial planning, and a plain answer shows real interest.

How do you follow market news, and what have you been paying attention to lately?

What they are checking: The posting names market research, and this shows whether the interest is real.

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The full job description

As published by Baird.

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 La Crosse, WI office. We are seeking a student who can start in June 2027. 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 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 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.

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