Wealth Management Intern — Private Client Experience

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

Job summary

Forvis Mazars Wealth Advisors, LLC is seeking an intern to support senior wealth management advisors in our Private Client practice. The 10-week paid program offers exposure to financial planning, portfolio management and operations, with a sponsor in the local market.

You are pursuing a financial planning degree with CFP eligibility, have solid financial knowledge, and are proficient in Microsoft Office, with a 3.0+ GPA. This role emphasizes teamwork, initiative, and professional communication.

Qualifications

• Pursuing a financial planning degree with 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 serving high-net-worth families.
• Participate in a 10-week paid program with learning objectives.
• Explore roles including financial planning, portfolio management and operations.
• Develop skills to be an effective team member and contributor.
• Engage in a capstone project and present to leadership.

Skills

Financial planning knowledge

Microsoft Office

Education

Finance/Financial Planning degree

CFP exam eligibility

Job description

Forvis Mazars Wealth Advisors, LLC is seeking an intern to support senior wealth management advisors in our Private Client practice. The 10-week paid program offers exposure to financial planning, portfolio management and operations, with a sponsor in the local market.

You are pursuing a financial planning degree with CFP eligibility, have solid financial knowledge, and are proficient in Microsoft Office, with a 3.0+ GPA. This role emphasizes teamwork, initiative, and professional communication.