Wealth Management Professional
2 days ago
We are seeking a highly motivated and detail-oriented Wealth Management professional to join our team as an Associate Advisor Intern. In this role, you will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client practice.
Key Responsibilities:- Assist senior wealth management advisors in client meetings and presentations
- Conduct research and analysis to support client recommendations
- Develop and maintain client relationships
- Participate in a 10-week paid program with learning objectives focused on wealth management industry knowledge, financial planning, and portfolio management
- Deliver exceptional client service through timely and responsive communication
- Working towards a financial planning degree and CPA/CFP exam eligibility
- Solid technical financial or accounting knowledge
- Proficiency with Microsoft Office
- Strong oral and written communication skills
- Ability to work well with a team and independently
- GPA of 3.0 or higher (in major and overall)
We are an equal opportunity employer and welcome applications from all qualified candidates. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
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