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Internship – Private Wealth Management (Madison, WI Summer 2027)

Baird · Madison West, WI · Full time

Posted Sep 22, 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

Why are you interested in private wealth management as a career?

What they are checking: Whether they have real interest in advisor work, which the internship is meant to build.

Tell me about a time you handled a lot of small tasks well under a deadline.

What they are checking: Whether they can keep quality up on routine administrative work.

Tell me about a time you made a strong first impression with someone older or more senior than you.

What they are checking: Whether they can communicate professionally with clients and senior advisors.

How do you handle confidential information, like client account details?

What they are checking: Whether they understand privacy expectations in a wealth management office.

What would make you consider this summer a success?

What they are checking: Whether they have clear goals and want to learn, not only to fill a resume line.

What would you do

A client calls the Madison office with a basic question about their statement and the advisor is out. What do you do?

What they are checking: Whether they know when to help and when to take a message, since interns cannot give advice.

How would you help an advisor prepare for a client review meeting?

What they are checking: Whether they think ahead about the materials and details that make a meeting go well.

What ideas would you bring to a branch marketing initiative aimed at younger professionals?

What they are checking: Whether they can contribute useful ideas to the branch's marketing work.

About the work

What is happening in the markets right now that you think clients might ask about?

What they are checking: Whether they follow financial news and can think about it from a client's view.

How would you go about researching a company or fund an advisor asks you to look into?

What they are checking: Whether they know where to find reliable information and how to summarize it.

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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 Madison, 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 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 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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