About the role#
Forvis Mazars is looking for an intern to join our Wealth Advisory team for a 10-week summer program in 2027. You will work alongside senior wealth management advisors to assist high-net-worth families within our Private Client practice. This role provides a broad view of the wealth management industry and the chance to explore different functions within an RIA firm, including financial planning, portfolio management, and operations.
What you'll do#
- Support senior advisors in their daily work with clients.
- Develop professional skills and gain insight into potential career tracks.
- Communicate with internal and external clients in a timely and responsive manner.
- Complete a capstone project and present your findings to the firm leadership team.
- Work with a local program sponsor to guide your experience.
What you'll need#
- Current enrollment in a financial planning degree program with eligibility for the CFP exam.
- A GPA of 3.0 or higher in both your major and overall coursework.
- Solid technical knowledge in finance or accounting.
- Proficiency with Microsoft Office.
- Effective time management and communication skills.
- A detail-oriented, problem-solving mindset with the ability to work under pressure.
- Ability to work both independently and as part of a team.
- Legal authorization to work in the United States. Please note that visa sponsorship is not available for this position.
Location & details#
- Location: Indianapolis, Indiana.
- Work Modality: On-site.
- Term: Summer 2027.
- Status: Part-time, paid internship.
About Forvis Mazars
Forvis Mazars is a professional services network that focuses on accounting. It operates as a partnership with two primary members. One member is based in the United States, while the other functions as an internationally integrated partnership. The network maintains a presence in more than 100 countries and territories.
How to get in at Forvis Mazars
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