Intern Wealth Advisory Summer | Charlotte, NC

Description & Requirements

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 Associate Advisor who will assist senior wealth management advisors in working with high‑net‑worth families in our Forvis Mazars Private Client practice.

• Wealth Advisor Interns participate in a 10‑week paid program with the following learning objectives.
• Gain a comprehensive overview of the wealth management industry.
• Experience the various roles that exist within a successful RIA (Registered Investment Advisor) firm, including financial planning advisor, portfolio manager, and operations.
• Develop and practice the skills needed to be a successful team member.
• Acquire the knowledge to help the intern choose the best fit career track for their goals.
• Deliver Forvis Mazars’ commitment to unmatched client experience through timely and responsive communication with internal and external clients.
• Participate in a capstone project to conclude the internship, presenting on a topic to the firm’s leadership team.
• The summer internship will consist of participants from across the firm's geographical footprint. Interns will be paired with a program sponsor in their local market.

• 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.

• Intern candidates must be working toward a financial planning degree and CPA/CFP exam eligibility.
  • Maintain a minimum cumulative GPA of 3.0.
  • All accounting (or job‑relevant) coursework must be completed with a grade of C or above.
• Solid technical financial or accounting knowledge.
• Proficiency with Microsoft Office.

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.