Wealth Advisory Intern: Hands-On Experience

Forvis Mazars, LLP; Northern (KY); Hybrid; USD 33,000 - 67,000; Full time

Benefits offered by this job

Paid internship

Capstone project

Local market sponsor pairing

Job summary

Forvis Mazars Wealth Advisors, LLC is offering a 10-week paid internship to aspiring wealth management professionals. Interns will assist senior advisors, gain exposure to financial planning, portfolio management, and operations, and be paired with a program sponsor in their local market.

A capstone project will showcase learning to firm leadership. Ideal candidates are pursuing a financial planning degree with CFP eligibility, have solid financial or accounting knowledge, and possess strong

Qualifications

• Intern candidates must be working toward a financial planning degree and CFP exam eligibility.
• Solid technical financial or accounting knowledge.
• Proficiency with Microsoft Office.
• GPA of 3.0 or higher (in major and overall).

Responsibilities

• Assist senior wealth management advisors in working with high-net-worth families.
• Participate in a ten-week paid internship with learning objectives.
• Develop skills in financial planning, portfolio management, and operations.
• Collaborate with a sponsor in the local market and complete a capstone project.

Skills

Time management

Oral communication

Written communication

Teamwork

Problem solving

Initiative

Attention to detail

Education

Financial planning degree

CFP exam eligibility

GPA 3.0+

Tools

Microsoft Office

Job description

Forvis Mazars Wealth Advisors, LLC is offering a 10-week paid internship to aspiring wealth management professionals. Interns will assist senior advisors, gain exposure to financial planning, portfolio management, and operations, and be paired with a program sponsor in their local market.

A capstone project will showcase learning to firm leadership. Ideal candidates are pursuing a financial planning degree with CFP eligibility, have solid financial or accounting knowledge, and possess strong