Forvis Mazars US

About the Company

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, the firm's 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.

Listed Jobs

Company Name

Forvis Mazars US

Job Title

Intern Wealth Advisory Summer 2026 | Multiple Locations

Job Description

**Job Title** Intern Wealth Advisor – Summer 2026 **Role Summary** A 10‑week paid internship within a national registered investment advisor firm, focused on wealth management for high‑net‑worth families. Interns gain exposure across financial planning, portfolio management, and operations, support senior advisors, and complete a capstone project presented to leadership. **Expectations** - Acquire a comprehensive overview of the wealth‑management industry. - Experience the full range of roles in a successful RIA. - Demonstrate strong communication, teamwork, initiative, and problem‑solving skills. - Deliver timely, client‑focused work and complete a final capstone presentation. **Key Responsibilities** 1. Participate in structured learning modules on wealth‑management processes. 2. Shadow advisors in financial planning, portfolio construction, and operations. 3. Conduct client research and prepare supporting materials. 4. Assist in portfolio reviews, performance reporting, and client case studies. 5. Collaborate with internal teams and external clients to maintain a high‑quality client experience. 6. Prepare and deliver a capstone project presentation to firm leadership. **Required Skills** - Excellent verbal and written communication. - Strong time‑management and ability to meet deadlines. - Team collaboration and independent working capability. - Problem‑solving mindset and willingness to take initiative. - Attention to detail and ability to perform under pressure. - Proficiency in Microsoft Office (Word, Excel, PowerPoint). **Required Education & Certifications** - Enrolled in a bachelor’s program in financial planning, accounting, or a related field, working toward CPA or CFP exam eligibility. - Minimum 3.0 cumulative GPA (preferred). - Solid technical knowledge of finance or accounting fundamentals.

Asheville, United states

Hybrid

Fresher

30-10-2025