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Internship - Private Wealth Management (Owensboro, KY Summer 2023)

Company: Baird
Location: Owensboro
Posted on: November 17, 2022

Job Description:

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird's resources and expertise to create a tailored plan to ensure success as they've defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron's Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this video to learn more about our Private Wealth Management business.

Are you looking to gain real world experience in a thriving, global financial services firm with an award-winning culture? Consider an internship and start building your career at Baird!About our intern program:Our competitive intern program offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative, fun and dynamic environment. Baird's summer intern program activities include an Intern Welcome Event, professional development, networking with leaders and associates, and many other informal events. Our interns have the opportunity to use a Baird Cares Day, a paid day to volunteer in the community. They are also eligible to apply for scholarships. Our mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm.Internship Location, Availability and Hours: Located in our Owensboro, KY office, interns must be able to work full time during the summer, 37.5 - 40 hours per week. We are seeking a student who can start in May 2023.As a Private Wealth Management Intern, you will:

  • Support various projects from Financial Advisors (i.e. review reports, research stocks, money managers and funds and investment strategies)
  • Process paperwork and documents necessary to assist others in the department
  • Assist with administrative functions including answering phones, responding to basic client questions and preparing for client meetings and presentations
  • Create quarterly performance reports and distribute to clients
  • Conduct cost basis research
  • Perform additional duties and assist with projects as assignedWhat we look for:
    • Pursuing a Bachelor's degree in Finance, business or related degree preferred
    • Anticipated graduation date of December 2023 or later
    • Excellent customer service skills and telephone etiquette
    • Demonstrates a high level of professionalism and positive attitude
    • An interest in financial services and developing a career in wealth management
    • Prior office experience in a corporate or university setting preferredWhat makes this opportunity great:
      • Obtain first-hand experience into the day in the life of a successful Financial Advisor and their team
      • Apply knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationships#LI-CH1Commitment to Inclusion & Diversity
        Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.

Keywords: Baird, Owensboro , Internship - Private Wealth Management (Owensboro, KY Summer 2023), Executive , Owensboro, Kentucky

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