Logo of Huzzle

Home

Matches

Explore

Manage

Intern Wealth Advisory Summer 2025

image

FORVIS

Sep 6

  • Internship
    Full-time
    Summer Internship
  • Accounting & Tax
    Banking & Finance
  • Charlotte

AI generated summary

  • You must be pursuing a finance degree, have strong communication skills, proficiency in Microsoft Office, a 3.0 GPA, and work authorization in the U.S. Must work in-office at specified locations.
  • You will explore wealth management roles, develop team skills, engage with clients, and present a capstone project to leadership while working with local market sponsors.

Requirements

  • - Must be willing to work in the office in one of the following locations: Indianapolis, IN; Kansas City, MO; Springfield, MO; Charlotte, NC; Raleigh, NC; Dallas, TX; Jacksonville, FL.
  • - Effective time management
  • - Strong oral and written communication skills
  • - Ability to work well with a team as well as independently
  • - Problem-solving attitude
  • - Willingness to take initiative
  • - Close attention to detail
  • - Ability to work under pressure and against deadlines
  • - Minimum Qualifications:
  • - Solid technical financial or accounting knowledge
  • - Proficiency with Microsoft Office
  • - Intern candidates must be working toward a financial planning degree and CPA/CFP exam eligibility
  • - Preferred Qualifications:
  • - GPA of 3.0 or higher (in major and overall)
  • - Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

Responsibilities

  • - 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 Adviser) 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.

FAQs

What is the duration of the Wealth Advisory Internship?

The Wealth Advisory Internship is a 10-week paid program.

Where are the internship positions located?

The internship positions are available in Indianapolis, IN; Kansas City, MO; Springfield, MO; Charlotte, NC; Raleigh, NC; Dallas, TX; and Jacksonville, FL.

What are the primary responsibilities of Wealth Advisor Interns?

Wealth Advisor Interns will assist senior wealth management advisors, gain a comprehensive overview of the wealth management industry, experience various roles within a successful RIA, develop essential skills, and participate in a capstone project.

What qualifications do I need to apply for the internship?

Applicants must have solid technical financial or accounting knowledge, proficiency with Microsoft Office, and must be working toward a financial planning degree with CPA/CFP exam eligibility.

Is there a minimum GPA requirement for this internship?

Yes, a preferred GPA of 3.0 or higher is recommended.

Will the internship involve any project or presentation?

Yes, interns will participate in a capstone project and present on a topic to the firm's leadership team.

Is visa sponsorship available for this internship position?

No, visa sponsorship is not available for this position.

What skills are important for candidates applying for this internship?

Important skills include effective time management, strong oral and written communication skills, problem-solving attitude, initiative, attention to detail, and the ability to work under pressure and meet deadlines.

Are applicants required to work in the office?

Yes, applicants must be willing to work in the office at one of the specified locations.

Does Forvis Mazars have a commitment to diversity and equal opportunity?

Yes, Forvis Mazars is an equal opportunity/affirmative action employer and values diversity in its workforce.

image

FORVIS

Accounting
Industry
5001-10,000
Employees
2022
Founded Year

Mission & Purpose

FORVIS is a professional services firm that provides assurance, tax, and advisory solutions to clients across various industries. The company focuses on helping businesses and organisations navigate complex financial landscapes, enhance performance, and achieve their strategic goals. By leveraging deep industry knowledge and innovative approaches, FORVIS aims to deliver tailored, high-quality services that drive growth, ensure compliance, and add value to its clients' operations. The firm is committed to fostering long-term relationships and supporting clients' success in an ever-changing market.

Benefits

  • Flexibility

    Our team members enjoy many resources and programs to help them integrate their personal and professional lives. These include generous time off, leave opportunities, and flexible work schedules, so they can take the time they need to recharge.

  • Financial Security

    We want our people to feel confident about their financial future. That’s why FORVIS offers a variety of programs and initiatives to help set you up for long-term success beyond your normal compensation, including a 401(k) plan.

  • Lifestyle Benefits

    No matter where you are in life’s journey, we invest in a wide range of lifestyle benefits to help you explore, develop, and thrive in your interests and well-being.

  • Physical Well-Being

    We value your health. Whether you’re looking for a simple checkup, brighter smile, or new lenses, we’re here to help you become your best self. Our comprehensive health, dental, and vision plans are designed to support you in reaching your health goals and unlocking your full potential.