Intern Wealth Advisory Summer Job Charlotte area,North Carolina USA,Finance & Banking

Position: Intern Wealth Advisory Summer 2027 | Multiple Locations - 2237409

Wealth Management Intern

Forvis Mazars Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth Management professional to serve as an intern who will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client practice.

How you will contribute:

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.

We are looking for people who have Forward Vision and:

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:

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)

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.

About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different.

We are guided by a shared promise:
Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.