Intern Wealth Advisory Summer 2025 | Dallas

Description & RequirementsForvis Mazars Wealth Advisors, LLC, an SEC Registered Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a wealth management professional to serve as an intern who will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client™ practice.How You Will ContributeWealth Management Interns participate in a 10-week paid program with the following learning objectives:Gain a comprehensive overview of the wealth management industry Have an opportunity to experience the various roles that exist within a successful Registered Investment Advisor firm including financial planning advisor; portfolio manager; and operationsBe provided the ability to develop and practice the skills needed to be a successful team member Gain the knowledge to help the intern choose the best fit career track for their goals Interns will participate in a capstone project to conclude the internship, having the opportunity to present on a topic to the firm's leadership team.The summer internship will consist of participants from across the firm's geographical footprint. The intern participants will be paired with a program sponsor in their local market.We are looking for people who have Forward Vision and:Effective time managementStrong oral and written communication skillsAbility to work well with a team as well as independentlyProblem-solving attitudeWillingness to take initiativeClose attention to detailAbility to work under pressure and against deadlinesMinimum QualificationsSolid technical financial or accounting knowledgeProficiency with Microsoft OfficeIntern candidates must be working toward a financial planning degree and CFP exam eligibilityPreferred 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.