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Internship – Wealth Planning (Year-Round)

Baird · Milwaukee, WI · Part 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

Tell me about a time you explained a complex idea or analysis to someone without your background.

What they are checking: Whether they can help present plans clearly to advisors and clients.

Tell me about a team project where you contributed something the group would have missed without you.

What they are checking: Whether they can add real value as a team member, as the internship expects.

Why are you interested in wealth planning specifically rather than other areas of finance?

What they are checking: Whether their interest is genuine and fits this team's work.

This is hybrid, with three days in the downtown Milwaukee office. How do you stay productive and connected on remote days?

What they are checking: Whether they can work responsibly without close supervision.

What would you do

You will work full time in summer and 15 to 20 hours a week during the semester. How would you balance that with classes?

What they are checking: Whether they can commit to a year-round internship without their work or school slipping.

You are managing a team workflow queue and three requests are all marked urgent. How do you handle it?

What they are checking: Whether they can prioritize and ask good questions instead of guessing.

If you were reviewing content on an internal website and found outdated information, what would you do?

What they are checking: Whether they take ownership of details and know to confirm before changing things.

About the work

What do you think holistic wealth planning includes beyond picking investments?

What they are checking: Whether they understand planning areas like retirement, tax, estate and insurance.

How comfortable are you with Excel or financial planning software, and what have you built with them?

What they are checking: Whether they have the basic tools to help construct plans.

A client is 45, earns 150,000 dollars and asks if they are saving enough for retirement. What questions would you need answered?

What they are checking: Whether they think like a planner by gathering facts before giving answers.

Practice this interview out loud.

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The full job description

As published by Baird.

About the Role: Our Wealth Planning interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the work of Baird’s geographically diverse Wealth Planning team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships within the team and across our Private Wealth Management business. Interns obtain first-hand experience with the daily work of our Wealth Planning professionals as they provide holistic wealth planning support to Baird’s Financial Advisors across the country. This is a hybrid internship, working 3 days per week in our downtown Milwaukee, WI office and 2 days remote. The intern must be able to work full time during the summer, 37.5-40 hours per week, and work part time during the school semesters, 15-20 hours per week. We are seeking a student who can start in June 2027. The Impact You’ll Make: • Support the Wealth Planning team in plan construction and presentation of analyses to relevant parties • Execute BairdWeb content review and conduct necessary enhancements to Baird’s internal site as applicable • Provide general processes support and management of the team’s workflow queue • Gain exposure to Baird’s Wealth Planning Team processes, structure, and expertise and insight into how they are leveraged to support Baird’s Financial Advisory teams nationwide • Engage with each member of the Wealth Planning Team for continued career exploration and professional development • Build relationships with other members of Baird’s broader Wealth Solutions Group • Ability to complete the SIE exam • Perform additional duties and assist with projects as assigned What You’ll Bring to Baird: • Pursuing a bachelor’s degree in finance, business or related degree with a track record of academic excellence • Anticipated graduation date of May 2028 or later • Interest in the field of finance or personal finance • Experience with various technical applications including Excel and other data-driven systems, such as MoneyGuidePro or other planning tools and softwares • Strong organizational and problem-solving skills • Ability to work well in a team setting 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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