Internship - Estate Planning

internship - part time,

Robert Baird Company
Milwaukee, WI
Closed
Posted 76 Days ago
Robert Baird Company
Milwaukee, WI
internship - part time,
Posted 76 Days ago
Closed

Description

Internship - Estate Planning (Year Round) Robert W. Baird 55 reviews - Milwaukee, WI 53202 Robert W. Baird 55 reviews Read what people are saying about working here. Part-time, Internship 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 is a robust experience that 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. Bairds summer program activities include an Intern Welcome Event in our corporate office in Milwaukee, multiple Lunch & Learns, a Brewers game at Miller Park, Baird Night at the Zoo, and many other informal events. Our interns have the opportunity to use a Baird Cares Day and be compensated to volunteer in the community. They are also eligible to apply for $8,000 in scholarships. Our informal mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm. To learn more, check out this video. About our Private Wealth Management business: Challenge your thinking and build an amazing career with the best people in the financial services industry! Bairds 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 Bairds resources and expertise to create a tailored plan to ensure success as theyve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from 90+ locations in 30+ states. We have been recognized on Barrons Top Wealth Management Firms for 10 consecutive years and hold over $200 billion in client assets. Check out this video to learn more about our Private Wealth Management business. Location & Hours: Located in our downtown Milwaukee office, interns must be able to work part-time during the school semester, ranging between 15-20 hours per week and full-time during the summer, 37.5 hours per week. We are looking for a local student who is able to start as soon as possible . As a Financial & Estate Planning Intern, you will: * Create estate plan reviews through Bairds proprietary estate planning software * Assist Estate Planners on client conference calls and meetings to discuss estate and wealth transfer strategies * Answer basic estate planning questions from Financial Advisors and their clients. Research more advanced questions or issues and direct Financial Advisors appropriately * Partner with Regional Estate Planners to identify articles to be written * Write articles on estate and trust planning concepts for internal audiences and external client groups * Work directly with Financial Advisors to help them position estate planning with their clients. Guide FAs as to the quantitative and qualitative information (e.g., details about the family and estate, legal documents) needed to perform a thorough analysis of existing estate plans and provide recommendations for further planning * Perform other duties as assigned What makes this opportunity great: * Be part of a team of top performing associates and learn about the career options in Private Wealth Management * Gain hands-on, real world experience with a highly ranked organization * Work in a fast paced environment that will enable you to grow as a professional What we look for: * Currently enrolled in an accredited law school, emphasis in estate planning a plus * Ability to problem solve and strong analytical skills * High level of professionalism and positive attitude * Strong verbal and written communication skills, including telephone etiquette and customer service * Exceptional organizational skills, high attention to detail, ability to prioritize multiple projects and ability to work independently on projects. Who we are: Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with more than 100 offices in the United States, Europe and Asia. Established in 1919, Baird has over $200 billion in client assets and more than 3,400 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. As stated in our Associate Promise, we are passionate about how we achieve great outcomes together for our clients, communities and each other. Committed to being a great place to work, Baird ranked No. 12 on the Fortune magazine 100 Best Companies to Work For in 2018, our fifteenth consecutive year on the list. Baird has also received a perfect score on the Human Rights Campaign Foundations 2018 Corporate Equality Index. Robert W. Baird - 23 hours ago - save job - report job - original job Apply Now Apply On Company Site Save this job

Skills

teamwork, analysis, municipalities, analytical skills, human rights, research, microsoft word, customer service, event management, organization, investing, real estate transactions, video, magazine management, asset management

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