Wealth Management Professional

2 weeks ago


Raleigh, North Carolina, United States Forvis Mazars Full time
Join Our Wealth Management Team

We are seeking a highly motivated and detail-oriented individual to join our wealth management team as a Wealth Advisory Summer Intern. As a member of our team, you will have the opportunity to gain a comprehensive understanding of the wealth management industry and develop the skills needed to succeed in this field.

Key Responsibilities:

  • Assist senior wealth management advisors in working with high-net worth families
  • Participate in a 10-week paid program with learning objectives focused on wealth management, financial planning, and portfolio management
  • Develop and practice skills needed to be a successful team member, including effective time management, strong communication skills, and problem-solving attitude
  • Deliver exceptional client experience through timely and responsive communication
  • Participate in a capstone project to conclude the internship, presenting on a topic to the firm's leadership team

Requirements:

  • Working towards a financial planning degree and CPA/CFP exam eligibility
  • Solid technical financial or accounting knowledge
  • Proficiency with Microsoft Office
  • Ability to work well with a team and independently

What We Offer:

  • A comprehensive overview of the wealth management industry
  • Opportunities to develop and practice skills needed to succeed in this field
  • A supportive and collaborative team environment
  • Professional development and growth opportunities

How to Apply:

Please submit your application, including your resume and cover letter, to [insert contact information]. We look forward to hearing from you



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