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Baird · 3 hours ago

Internship – Private Wealth Management (Roseville, CA Summer 2026)

Roseville, CA

Internship

Onsite

Intern

$18/hr - $18/hr

Start in 2026 Spring

Baird is a company offering a high-impact summer intern program in Private Wealth Management. Interns will gain real-world experience while supporting Financial Advisors with various projects, preparing for client meetings, and assisting with financial planning and market research.

Financial Services

Growth Opportunities

No H1B

Responsibilities

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

Qualification

FinanceBusinessFinancial servicesOrganizational skillsCommunication skills

Required

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