Wealth Management Professional

6 days ago


Springfield, Missouri, United States Forvis Mazars Full time
Job Description

Forvis Mazars, a nationally recognized Registered Investment Advisor, is seeking a Wealth Management Professional to join our team as an Associate Advisor. This is a 10-week paid program designed to provide a comprehensive overview of the wealth management industry and equip you with the skills needed to succeed in this field.

Key Responsibilities:
  • Assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client practice.
  • Participate in a 10-week program with learning objectives that include gaining a comprehensive overview of the wealth management industry, experiencing various roles within a successful RIA firm, and developing skills needed to be a successful team member.
  • 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.
Requirements:
  • Working toward a financial planning degree and CPA/CFP exam eligibility.
  • Solid technical financial or accounting knowledge.
  • Proficiency with Microsoft Office.
Preferred Qualifications:
  • 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.



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