Internship – Private Wealth Management (Tucson, AZ Summer 2027)

BairdBairdTucson, Arizona, United States
Join the waitlist to applySave this job

Invite-only right now: save jobs, track applications, build tailored resumes

Already have an account? Log in

Posted

10/1/2026

Employment

Full time, Internship

Range

Check website

Work style

On-site

AI documents

Powered by AI

Jigup writes these against this posting once you are in, using the profile you build once.

Career path

See where this role leads

Jigup maps the next three moves from a job like this one, with the titles and the skills each step asks for.

Join the waitlist

AI summary

Core responsibilities

Interns will support financial advisors by conducting research, preparing for client meetings, and managing administrative tasks. They will also contribute to branch marketing initiatives and assist with the processing of financial documents.

Requirements overview

Candidates should be pursuing a bachelor's degree in finance, business, or a related field with an anticipated graduation date of December 2027 or later. Strong communication, organizational skills, and a proactive approach to learning are essential for this role.

Key skills

Financial planningMarket researchReport reviewClient communicationAdministrative supportData analysisMarketing initiativesDocument processingAttention to detailStrategic thinkingTime managementProfessionalism

Resume keywordsJigup Pro

This job lists resume keywords

The terms this posting uses, pulled out so you can mirror them in your resume. Jigup Pro members see the list on the job board.

Join the waitlist

Education requirements

bachelor degree

About Baird

Industry

Financial Services

Employees

5,766

Type

Privately Held

Size

5,001-10,000 employees

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 $595 billion in client assets and employ more than 5,400 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/. Social Media Disclosures: https://www.rwbaird.com/connect-with-baird/

View company page

Job categories

Finance & AccountingAdministrativeManagement & LeadershipMarketing

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 Tucson, AZ 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.

Requirements

  • •Financial planning
  • •Market research
  • •Report review
  • •Client communication
  • •Administrative support
  • •Data analysis
  • •Marketing initiatives
  • •Document processing
  • •Attention to detail
  • •Strategic thinking
  • •Time management
  • •Professionalism

Benefits

  • •Mentorship
  • •Professional development
  • •Networking events

More entry level jobs in Tucson, AZ

All jobs in Tucson, AZ

More jobs at Baird

Ready to apply?

Jigup is invite-only right now. Join the waitlist to save jobs, track applications, and build tailored resumes.

Join the waitlist