Wealth Management Intern - Private Client Practice (Paid)

Forvis Mazars US; Charlotte (NC); On-site; USD 28,000 - 34,000; Part time

Benefits offered by this job

Paid internship

Capstone project opportunity

Job summary

Forvis Mazars Wealth Advisors, LLC is seeking a Wealth Management Intern to support senior advisors as part of our Private Client practice in Charlotte, NC. The 10-week paid internship offers exposure to financial planning, portfolio management, and operations within a leading national RIA.

You will develop professional skills, collaborate with a diverse team, and complete a capstone project presented to firm leadership, helping you map the best career track in wealth management.

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

• Wealth Advisor Interns participate in a 10-week paid program with the following learning objectives.
• Gaining a comprehensive overview of the wealth management industry
• Having an opportunity to experience the various roles that exist within a successful RIA (Registered Investment Advisor) firm including financial planning advisor; portfolio manager; and operations
• Being provided the ability to develop and practice the skills needed to be a successful team member
• Gaining the knowledge to help the intern choose the best fit career track for their goals
• Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients.
• Interns will participate in a capstone project to conclude the internship, having the opportunity to present on a topic to the firm's leadership team.
• The summer internship will consist of participants from across the firm's geographical footprint. The intern participants will be paired with a program sponsor in their local market.

Skills

Time management

Communication skills

Teamwork & independence

Problem-solving

Initiative

Attention to detail

Ability to work under pressure

Education

Finance degree in progress

Tools

Microsoft Office

Job description

Forvis Mazars Wealth Advisors, LLC is seeking a Wealth Management Intern to support senior advisors as part of our Private Client practice in Charlotte, NC. The 10-week paid internship offers exposure to financial planning, portfolio management, and operations within a leading national RIA.

You will develop professional skills, collaborate with a diverse team, and complete a capstone project presented to firm leadership, helping you map the best career track in wealth management.