Paid Wealth Advisory Intern – Winter 2027

Forvis Mazars, LLP; Indianapolis (IN); On-site; USD 18,000 - 36,000; Part time

Benefits offered by this job

Paid internship

Job summary

Forvis Mazars Wealth Advisors, LLC is seeking an intern to assist senior wealth management advisors for high-net-worth families within the Private Client practice. The 10-week paid program offers exposure to financial planning, portfolio management, and operations, with a capstone project and leadership presentation.

You will work in a collaborative team, develop time and priority management, and gain experience across wealth management functions in a national RIA environment.

Qualifications

• Interns must be pursuing a financial planning degree with CFP exam eligibility.
• Solid technical financial or accounting knowledge.
• GPA 3.0+ in major and overall.

Responsibilities

• Assist senior wealth management advisors working with high-net-worth families.
• Participate in learning objectives of a 10-week paid program.
• Engage in capstone project and present to leadership.
• Collaborate across roles within the Private Client practice.

Skills

Time management

Oral & written communication

Teamwork

Problem-solving

Initiative

Attention to detail

Perseverance under deadline

Education

Pursuing financial planning degree

CFP eligibility in progress

Tools

Microsoft Office

Job description

Forvis Mazars Wealth Advisors, LLC is seeking an intern to assist senior wealth management advisors for high-net-worth families within the Private Client practice. The 10-week paid program offers exposure to financial planning, portfolio management, and operations, with a capstone project and leadership presentation.

You will work in a collaborative team, develop time and priority management, and gain experience across wealth management functions in a national RIA environment.