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.
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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