Wealth Management Intern: High-Net-Worth Client Experience

Forvis Mazars US; Indianapolis (IN); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Paid internship

Capstone project

Job summary

Forvis Mazars Wealth Advisors, LLC invites driven students to join a 10-week paid internship supporting senior wealth management advisors who serve high-net-worth families. You will explore financial planning, portfolio management, and operations while developing essential skills in a collaborative team.

You'll be paired with a local sponsor and complete a capstone project presented to leadership, gaining real-world experience in a leading RIA.

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

• Gain a comprehensive overview of the wealth management industry.
• Experience roles within an RIA including financial planning advisor; portfolio manager; and operations.
• Develop and practice skills to be a successful team member.
• Learn to help the intern choose the best fit career track for their goals.
• Capstone project to present to firm leadership.
• Collaborate with a program sponsor in your local market.
• Contribute to delivering unmatched client experience through timely communication.

Skills

Time management

Oral & written communication

Teamwork

Problem solving

Initiative

Attention to detail

Under pressure

Education

Financial planning degree

CFP exam eligibility

GPA 3.0+

Tools

Microsoft Office

Job description

Forvis Mazars Wealth Advisors, LLC invites driven students to join a 10-week paid internship supporting senior wealth management advisors who serve high-net-worth families. You will explore financial planning, portfolio management, and operations while developing essential skills in a collaborative team.

You'll be paired with a local sponsor and complete a capstone project presented to leadership, gaining real-world experience in a leading RIA.