Student Associate Wealth Advisory

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    Forvis Mazars

    10,001+ employeesIndianapolis, Indiana, United StatesAccounting
    Actively hiringPaidWinter 2027Accounting
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    Best applied by Oct 25

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    About the role#

    Forvis Mazars is looking for a Student Associate to join our Wealth Advisory team for a 10-week paid program. You will work directly with senior wealth management advisors to support high-net worth families within our Private Client practice. This role is designed to give you a clear view of the wealth management industry, including the functions of financial planning, portfolio management, and operations.

    What you'll do#

    • Assist senior advisors with daily wealth management tasks.
    • Communicate with internal and external clients in a timely and responsive manner.
    • Develop professional skills and explore potential career paths within the firm.
    • Complete a capstone project and present your findings to the leadership team.

    What you'll need#

    • Current enrollment in a financial planning degree program with a path toward CFP exam eligibility.
    • 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 tools.
    • Strong communication skills and a proactive approach to problem-solving.
    • Ability to manage your time effectively and work well within a team.

    Location & details#

    • Location: Indianapolis, Indiana.
    • Term: Winter 2027.
    • This is an on-site, part-time internship.
    • This position does not offer visa sponsorship.
    Relevant fieldsFinanceAccounting

    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.

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